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Insurance Professional

2 months ago


Kelowna, British Columbia, Canada Accoravillage Full time

We're seeking a highly motivated and experienced Insurance Professional to join our team at Accoravillage. As an Insurance Advisor, you will play a key role in promoting and educating clients on insurance products, taking ownership of client relationships, and helping us grow our presence and profile in the local community.

Key Responsibilities:

  • Deliver superior customer service that promotes client retention and loyalty
  • Uncover clients' business challenges and act as a client advocate, identifying their needs and providing recommendations
  • Assist clients with their insurance needs by utilizing basic knowledge of underwriting principles and risk management strategies
  • Develop and maintain strong relationships with clients, understanding their business goals and objectives
  • Stay up-to-date with industry trends and developments, identifying opportunities to grow and improve our services

Requirements:

  • Insurance broker level 1 license or working towards CAIB/CIP (financial support provided)
  • 6+ months of industry experience, with a proven track record of achieving sales targets and building authentic client relationships
  • Excellent time management and organizational skills, with the ability to prioritize workload and maintain confidentiality and discretion
  • Strong communication and interpersonal skills, with the ability to work effectively with clients and colleagues

What We Offer:

  • A competitive compensation package, including a total rewards program that takes care of your financial, physical, and mental health
  • A flexible and welcoming work environment, with opportunities to grow and learn
  • A comprehensive training program, including financial assistance for approved work-related training/development courses leading to certification
  • A supportive and inclusive culture, with a diverse and talented community of people