Insurance Advisor
2 months ago
We're a company that values integrity, respect, and customer-driven excellence. Our diverse and inclusive work environment is built on these principles, ensuring a respectful and inclusive space for all.
Job SummaryWe're seeking a skilled Personal Insurance Advisor to join our team in Red Deer, AB. As a key member of our Personal Insurance team, you'll be responsible for providing exceptional customer service, handling multiple priorities, and driving business growth.
Key Responsibilities- Service ongoing client needs, advise on insurance matters, and conduct needs assessments.
- Sell new policies and retain existing business.
- Quote new business through outbound calls, introductory letters, and walk-in clients.
- Collaborate with underwriters and adjusters to discuss guidelines and policy.
- Prepare documentation for insurers, complete applications, and issue insurance certificates.
- Stay up-to-date on underwriting rules and workflow processes.
- Participate in training initiatives and community marketing efforts.
- High school and/or post-secondary education.
- Minimum 2-5 years sales experience (previous insurance sales experience preferred).
- Level 1 General license or willingness to obtain.
- Exposure to Epic is an asset.
- Strong customer focus, analytical, and organizational skills.
- Excellent verbal and written communication skills.
- Ability to pass a criminal background check and credit check.
- Flexible health and dental insurance benefits package.
- Personal spending amount for healthy lifestyle investments.
- RRSP with company matching.
- ESPP with matching aspect.
- Dress for your day policy.
- Competitive compensation package with bonus aspect.
- Employee discount program.
- Paid Time Off, including personal days, volunteer days, and vacation time.
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