Personal Lines Advisor

6 days ago


Maple Ridge, British Columbia, Canada Co-operators Full time
About the Role
We are seeking a highly skilled and experienced Personal Lines Advisor to join our team. As a Personal Lines Advisor, you will be responsible for advising and recommending coverages and policies that best meet client needs. You will also be responsible for sales, service, and profitable growth of personal lines insurance products.

Key responsibilities include:
• Sales, service, and profitable growth of personal lines insurance products
• Advising and recommending coverages and policies that best meet client needs
• Prospecting and cross-selling by identifying and recommending additional products/services that benefit the client
• Complete front-line risk assessment and selection following underwriting guidelines
• Identifying which risks require inspections and re-inspections
• May be required to complete inspections
• Achieving individual goals for client service, sales, quality, and productivity
• Supporting programs to build multi-client relationships
• Responding to client questions and concerns, resolving customer complaints, and escalating issues appropriately

To be successful in this role, you must have excellent communication skills, be able to clearly convey messages to clients, and be committed to continuous improvement and building productive client relationships.

If you are a results-driven and customer-focused individual who is passionate about providing exceptional service, we encourage you to apply for this exciting opportunity.

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