Insurance Advisor

3 days ago

Richmond, Canada Harris Insurance Services (Richmond) Ltd. Full time

**Job Overview**

**Responsibilities**:

- Service ICBC, Travel, and Personal Lines clients.
- Manage customer accounts from start to finish—processing payments, issuing new policies, handling renewals, endorsements, and cancellations.
- Provide support and assistance to office producers.
- Connect with potential clients to understand their insurance needs and offer personalized solutions.
- Build and maintain strong relationships with clients through clear communication and regular follow-ups.
- Stay updated on the latest insurance products and trends to best serve your clients.
- Negotiate policy terms to ensure clients get the best coverage possible.
- Report claims and offer ongoing support to clients throughout the claims process.
- Process payments and diligently follow up on outstanding balances.
- Ensure all documentation, policy details, and processes are accurate and compliant with regulations.

**Qualification & Skills**:

- Level 1 BC General Insurance License required, Level 2 preferred.
- Proficient in Insurance Microsoft Suite, including Word, Excel, and Outlook
- Proven experience in sales, particularly in insurance or related fields.
- A proactive mindset with the ability to identify client needs and offer tailored solutions.
- Strong communication and interpersonal skills.
- Ability to effectively multi-task and prioritize responsibilities in a fast-paced environment, ensuring timely and accurate completion of work.
- Strong team player with the ability to collaborate effectively.

**Job Types**: Full-time, Permanent

Pay: $40,000.00-$60,000.00 per year

**Benefits**:

- Dental care
- Disability insurance
- Extended health care
- Life insurance
- On-site parking
- Paid time off
- Vision care

Work Location: In person

Expected start date: 2025-08-25

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