Personal Account Advisor
7 days ago
Reports to
: Personal Lines Manager
Summary:
Responsible maintaining and growing a personal lines book of business through renewal retention, upselling, cross selling
Core Competencies
- Communication
- Energy
- Problem Solving
- Organization
- Accountability and Dependability
- Ethics and Integrity
Job Duties
- Customer service to clients within book of business
- Accepting referral business and quoting to help grow book of business
- Handling the clients' file activities start to finish to maintain retention targets
- Maintaining professional and collaborative relationships with insurers
- Reviewing and processing renewals
- Processing endorsements and midterm changes
- Rewriting/remarketing where necessary to enhance the client experience
- Initiating and providing guidance in the claims process
- Contributing to premium growth targets by upselling appropriate coverages and referring business to other lines where applicable
- Outbound calling to existing Cal LeGrow Clients for New Business Opportunities
- Providing assistance to the Sales Team when required
Requirements
- High school diploma. A post-secondary diploma or degree will be an asset.
- Minimum of 2 years' experience in a similar role within the insurance industry.
- Valid property and casualty insurance representative license or the ability to promptly satisfy the requirements for licensing.
- An industry professional designation such as CAIB or CIP will be an asset, or interest in professional development.
- Client-focused with excellent customer service and communication skills.
- Extremely well organized with excellent analytical skills.
- Collaborative team player with a positive and supportive attitude.
Benefits:
- Competitive salary
- Group medical/dental benefits
- RSP matching
- Vacation
- Birthday off
- Community Service Day
- Remote work option/Work from Home
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