Level 2 Insurance Advisor for Client Experience
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Key Responsibilities
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¢ Oversee a personal book of business tailored to client needs â€
¢ Deliver first-class client interactions and service quality â€
¢ Follow-up on active claims for client updates â€
¢ Manage billing processes and keep policies active â€
¢ Identify sales opportunities for additional coverage options
Requirements:
â€
¢ Must possess an active OTL or RIBO license â€
¢ At least two years of experience in insurance â€
¢ Strong organizational skills required â€
¢ Positive and relationship-focused demeanor â€
¢ Ability to work efficiently in a busy office Leverage your expertise in client interactions to contribute to success at Kevin J Carruthers Insurance Agency.
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Ottawa, ON, Ottawa Census Division, ON; Ontario, Canada Desjardins Insurance Full-timeTake your insurance career to the next level as a Level 2 Insurance Advisor at Kevin J Carruthers. Your focus will be on enhancing the client experience while managing a diverse book of business. This role requires you to engage with 1,000 to 1,500 clients and provide top-notch service. You will handle various responsibilities such as claims support and...
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