Insurance Advisor, Personal Lines

3 weeks ago


Old Toronto, Canada Aon Hewitt Full time
About the Role

We are seeking a skilled Personal Insurance Consultant to join our team at Aon Hewitt.

This is a challenging and rewarding role that involves providing expert insurance advice to clients on current prices, coverage, and opportunities.

As a Personal Insurance Consultant, you will be responsible for communicating with clients via phone, email, and insurer portals in an efficient and positive manner.

Key Responsibilities
  • Provide knowledgeable insurance advice to clients on current prices, coverage, and opportunities
  • Communicate with clients via incoming phone queue, outgoing phone requests, and email in an efficient and positive manner
  • Stay up to date with insurer market change and follow all insurer and Aon workflows to ensure accuracy and minimize E&O exposure
  • Advise and process client requests in insurer portals and our BMS ensuring all underwriting criteria is correct and the client informed to ensure mutually agreeable outcome
  • Help drive results by supporting and implementing initiatives that will increase sales and retention opportunities within the Personal Lines team
  • Upsell or cross-sell products/service to existing clients
  • Comfortable working in a fast-paced environment with specific targets
  • Build relationships with prospective clients, colleagues, underwriters, and industry professionals
Requirements
  • 3+ years of experience in Personal Lines insurance; Commercial insurance experience an asset
  • Experience with processing in insurer portals while speaking with clients required
  • Post-secondary diploma or degree or a combination of education and equivalent years is a definite asset
  • Demonstrated ability to manage time effectively and prioritize requests while maintaining a positive attitude
  • High level of organization, efficiency, and attention to detail
  • Excellent interpersonal and communication skills, both verbal and written
  • Proven ability to develop and deepen relationships with clients, colleagues, and insurer partners
  • Valid provincial license is a requirement; relevant certifications such as CIP and CAIB are assets
  • Licenses for other provinces or open to obtaining them is required
What We Offer

In addition to our comprehensive benefits package, we encourage a diverse workforce and offer an agile, inclusive environment that allows you to manage your wellbeing and work/life balance.

The estimated salary for this role is between $60,000 and $90,000 per year, depending on location and experience.



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