Insurance Customer Advisor

6 days ago


Richmond Hill, Ontario, Canada Western Financial Group Full time
Job Description
In this Insurance Broker role, you will play a key part in helping our customers achieve their financial goals. Your primary responsibilities will include:
  1. Providing quotes and selling new policies to customers via phone, in-person, and by email.
  2. Assisting customers with the purchase of their home and auto policy.
  3. Managing and building customer relationships and meeting insurance sales targets.
  4. FOLLOWING UP ON ALL CLIENT ACCOUNTS TO RESOLVE OUTSTANDING ACTIVITIES.
  5. CONDUCTING SALES CALLS FOR NEW BUSINESS AND MAKING TIMELY RENEWAL CALLS FOR EXISTING CUSTOMER BUSINESS.

Requirements and Qualifications
To be successful in this role, you will need to have prior experience achieving sales targets in a similar or comparable role. A RIBO/General Level 1 Insurance License is an asset, as well as working experience in EPIC. Proficiency in navigating multiple computer programs and excellent communication skills are also essential.

What We Offer
We take pride in providing programs that add value to our people's lives. Our comprehensive benefits package includes 3 weeks' vacation, 14 wellness days, company matching investment and savings programs, and 100% employer-paid group benefits, including a health care spending account.

Join Our Team
If you're passionate about delivering exceptional customer service and helping others achieve their financial goals, we want to hear from you. Apply now to become a part of our dynamic team

  • Richmond Hill, Ontario, Canada BrokerTeam Insurance Full time

    Key Responsibilities- Develop and implement effective marketing strategies to drive commercial insurance growth- Collaborate with underwriters and other stakeholders to design and present tailored insurance solutions- Conduct market research to identify new business opportunities and stay up-to-date with industry trends- Ensure compliance with industry...


  • Richmond Hill, Ontario, Canada Allstate Northern Ireland Limited Full time

    At Allstate Northern Ireland Limited, we're looking for a driven sales professional to join our team. As an Allstate Sales Agent, you'll be responsible for building and managing your own pipeline through aggressive prospecting, cold outreach, and community involvement.You'll identify client needs, create customized insurance solutions, and close sales that...


  • Richmond Hill, Ontario, Canada Sun Life Financial Full time

    About the OpportunityWe are seeking highly motivated and results-driven professionals to join our team of advisors at Sun Life Financial. As a Sun Life advisor, you will have the opportunity to build a fulfilling career, helping individuals and families achieve financial security and well-being.Key AccountabilitiesDevelop and execute customized financial...


  • Richmond Hill, Ontario, Canada Mobile Auto Solutions, LLC Full time

    About Us:At Mobile Auto Solutions, LLC, we are committed to delivering exceptional customer experiences. Our team members play a vital role in achieving this goal, and we are seeking a highly skilled and motivated Service Advisor to join our team.This individual will be responsible for providing outstanding service to our customers, ensuring their vehicles...


  • Richmond Hill, Ontario, Canada Mobile Auto Solutions, LLC Full time

    Job Summary:We are seeking an experienced Service Advisor to join our team at Mobile Auto Solutions, LLC. As a key member of our team, you will be responsible for ensuring our customers receive exceptional service, their vehicles are repaired to the highest standards, and their expectations are exceeded.This individual will have a strong understanding of...


  • Richmond Hill, Ontario, Canada Scotiabank Full time

    About the Opportunity:We are looking for a talented Senior Financial Advisor to join our team at Scotiabank. As a Senior Financial Advisor, you will play a key role in helping customers achieve their financial goals by providing expert advice and guidance.The ideal candidate will have a strong understanding of personal finance and be able to develop...


  • Richmond Hill, Ontario, Canada Sun Life Financial Full time

    About UsSun Life Financial is a leading insurance company that helps individuals, families, and communities achieve lifetime financial security and live healthier lives. Our purpose-driven career offers unlimited earning potential, independence, and growth opportunities.Job DescriptionAs a Sun Life advisor, you will build long-term relationships with...

  • Insurance Broker

    2 weeks ago


    Richmond Hill, Ontario, Canada Western Financial Group Full time

    Career Opportunities: Insurance Broker (81335)Requisition ID 81335 - Posted - PL Insurance Sales - Richmond Hill - Ontario - CanadaTruthfulness | Fairness | Value | LoyaltyAs one of Canada's largest insurance providers, Western has more than 220 locations across Canada. With over 2,100 team members, our actions are anchored in our Guiding Principles:...

  • Insurance Professional

    13 hours ago


    Richmond Hill, Ontario, Canada Western Financial Group Full time

    Job Description">We are seeking a skilled Insurance Broker to join our team. As an Insurance Broker, you will be responsible for meeting sales targets through quotes and referrals.">About the Role">You will provide quotes and sell new policies to customers via phone, in-person, and by email. You will also assist customers with the purchase of their home and...


  • Richmond Hill, Ontario, Canada Sun Life Financial Full time

    SUN LIFE FINANCIAL ADVISORLocation: Richmond Hill, OntarioTime Type: Full timePosted on: Posted 2 Days AgoJob Requisition ID: JR00034443You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to...


  • Richmond Hill, Ontario, Canada Barrie Subaru Full time

    Automotive Service Advisor - Lexus of Richmond HillWeins Auto Group is looking for an Assistant Service Manager (Service Advisor) at Lexus of Richmond Hill. We are looking for a highly motivated and customer-centric individual to join our service team. This position is an integral role at Weins Auto Group and is the front-line service representative...


  • Richmond Hill, Ontario, Canada Allstate Northern Ireland Limited Full time

    Company OverviewAllstate Northern Ireland Limited is a leading insurance provider with a rich history of innovation and customer-centric approach. For over 90 years, we have been at the forefront of protecting families and their belongings from life's uncertainties.Sales RoleWe are seeking a driven and self-motivated sales professional to join our team as an...


  • Richmond Hill, Ontario, Canada Western Financial Group Full time

    Overview">As one of Canada's largest insurance providers, Western has more than 220 locations across Canada. With over 2,100 team members, our actions are anchored in our Guiding Principles: Truthfulness, Fairness, Value, and Loyalty.">About the Job">We are looking for a highly motivated and results-driven Insurance Broker to join our team. As an Insurance...


  • Richmond Hill, Ontario, Canada Western Financial Group Full time

    Job Summary">We are seeking a skilled Insurance Broker to join our team. As an Insurance Broker, you will be responsible for meeting sales targets through quotes and referrals.">About the Role">You will provide quotes and sell new policies to customers via phone, in-person, and by email. You will also assist customers with the purchase of their home and auto...


  • Richmond Hill, Ontario, Canada Scotiabank Full time

    Title: Senior Financial Advisor - Castlemore & Markham Rd, Markham, ONRequisition ID: 216132Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleWhat your role will be…Senior Financial AdvisorAt Scotiabank we help employees build their futures – where they can be themselves, and win together....


  • Richmond Hill, Ontario, Canada Scotiabank Full time

    Title: Senior Financial Advisor - Castlemore & Markham Rd, Markham, ONRequisition ID: 216132Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleWhat your role will be…Senior Financial AdvisorAt Scotiabank we help employees build their futures – where they can be themselves, and win together....


  • Richmond Hill, Ontario, Canada Western Financial Group Full time

    Company OverviewWestern Financial Group is one of Canada's largest insurance providers, with over 220 locations across the country. We have a team of over 2,100 dedicated professionals who work together to deliver exceptional service to our customers.Salary and BenefitsThe salary for this position ranges from $45,000 to $61,000 per year, depending on...

  • Service Advisor

    1 week ago


    Richmond Hill, Ontario, Canada Mobile Auto Solutions, LLC Full time

    The Service Advisor (Dealer Representative), (Dealer Rep) primary responsibility and accountability is to provide an exceptional and successful customer experience while handling the collision service needs of Boyd's partners. The Dealer Rep plays a pivotal role in the success of the customer's experience by ensuring they are managing the relationship...


  • Richmond Hill, Ontario, Canada Western Financial Group Full time

    About Western Financial GroupAt Western Financial Group, we strive to build a diverse, inclusive, and authentic workplace in the communities we serve. As one of Canada's largest insurance providers, our company has over 220 locations across Canada and more than 2,100 team members.We take pride in delivering the right insurance solution every time, so our...


  • Richmond Hill, Ontario, Canada Allstate Northern Ireland Limited Full time

    Job DescriptionBecome an Allstate Sales Agent: Your Next Big OpportunityKey ResponsibilitiesProactively hunt for business by building and managing your own pipeline through aggressive prospecting, cold outreach, and community involvement.Closing deals requires identifying client needs, creating customized insurance solutions, and delivering exceptional...