Personal Insurance Advisor

5 days ago

Sylvan Lake, Canada Sylvan Agencies Full time

At Sylvan Agencies, we take a human approach to insurance. We staff the best, we hire the best. People who are professional, experienced, and focused on exceeding the needs of our clients. We have a lot of fun and we are committed to being an employer of choice. Not to mention our annual ‘Dream’ program that awards four lucky employees with up to $10,000 each towards their dream, whatever it may beWe also happen to sell insurance..want to work with us?_

**PERSONAL INSURANCE ADVISOR**

The Personal Insurance Advisor is dedicated to servicing the needs of our personal lines clientele. In addition, they will successfully manage and grow a specific book of business. Other duties include: facilitating policy changes, claims reporting and advocacy, reviewing existing renewals, generating new business, file reviews, and cross-selling of our products and services.

**LOCATION AND STATUS**
- Sylvan Lake, AB
- Full-time

**QUALIFICATIONS**
- Minimum 1 + years related experience in the insurance industry with strong working knowledge of personal lines products and commercial experience would be considered an asset
- Experience using EPIC and Applied Rating Services is considered an asset.
- Minimum of grade 12 education
- Minimum Level 1 General Insurance License, working towards Level 2
- CIP designation or working towards

**VALUES & COMPETENCIES**
- High degree of professionalism and integrity
- Superior communication skills
- Committed to excellence in customer service and builds strong relationships at all levels
- Confident user of the Microsoft Office Suite of products
- Flexible and adaptable with proven problem-solving skills
- Demonstrated accountability and reliability in the quality and timeliness of work
- Critical thinker with attention to details
- Works well within a team and independently
- Sylvan Agencies is an equal opportunity employer and is committed to all forms of diversity in the workplace. All qualified individuals are encouraged to apply._
- Please be advised Rogers Insurance Ltd. and CapriCMW have merged to become Acera Insurance Services Ltd. Sylvan Agencies, as part of the Rogers Insurance Group of Companies, will also transition to become Acera Insurance. Over the next few months you will note that our documentation will be changing to reflect our new company name. Thank you for your patience during this transition._

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

**Benefits**:

- Dental care
- Extended health care
- Vision care

Schedule:

- Monday to Friday

**Education**:

- Secondary School (required)

**Experience**:

- Insurance: 1 year (preferred)

Licence/Certification:

- Level 1 General Insurance License (required)
- CIP Designation (preferred)

Work Location: One location

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