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Insurance Advisor, Home and Auto Specialist
2 months ago
Job Summary
Job Description
What is the Opportunity?
The role at Royal Bank of Canada's Insurance Advice Centre offers a unique blend of flexibility and fulfillment. As an Insurance Advisor, you will have the opportunity to work in a dynamic environment, providing insurance advice and solutions to clients while enjoying a healthy work-life balance.
We provide our Insurance Advisors with the tools, training, and support needed to succeed in their roles. This includes obtaining the necessary licenses and certifications, such as the Damage Insurance Certificate delivered by l'Autorité des marchés financiers and the General Insurance License for Ontario Other Than Life and other provinces.
As an Insurance Advisor, you will be the trusted voice on the other end of the phone, providing insurance advice and options to help clients protect what's important to them. You will be empathetic, helpful, friendly, and provide clear, upfront insurance advice for clients. With every conversation, you will be curious, caring, and detail-oriented, with a focus on problem-solving and delivering an exceptional client experience.
Key Responsibilities
- Provide insurance advice and solutions to clients based on their needs through inbound calls.
- Exhibit a consistent, positive client experience with every conversation and resolve client concerns at first point of contact, demonstrating relationship building through meaningful discussions.
- Complete personalized needs assessments and reviews by leveraging tools, resources, and calculators to demonstrate value and support advice recommendations.
- Demonstrate a solid understanding of regulatory risk when underwriting and updating home & auto insurance policies.
- Use procedures effectively and seamlessly during conversations with clients.
- Cultivate and maintain relationships with partners to work as one team.
Requirements
- Willingness and ability to successfully obtain the necessary licenses and certifications.
- Bilingualism (English and French) required, as you will regularly serve our clients with English and French speaking needs.
- Exceptional customer service skills with the ability to build strong relationships and connect with clients.
- Flexibility to work all shifts within the hours of operation.
- Digital literacy across a broad range of services.
What's in it for You?
As an Insurance Advisor at Royal Bank of Canada, you will have the opportunity to work in a dynamic environment, providing insurance advice and solutions to clients while enjoying a healthy work-life balance. You will be part of a supportive, inclusive team and company that celebrates your unique perspectives, background, and experience. You will have access to comprehensive benefits, competitive compensation, and stock options, as well as opportunities to learn, grow, and try new things.
Job Skills: Auto Insurance, Cold Calling, Competitive Markets, Cross-Selling, Customer Needs, Customer Service, Group Problem Solving, Insurance Product Development, Sales.
