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Personal Insurance Advisor
4 months ago
The Position:
We are looking for a Personal Insurance Advisor to join Deeks Insurance at our Richmond Hill, ON office. on a Permanent FT Basis.
As part of our employee promise, here are some of the many perks of working with us:
Flexible health and dental insurance benefits package Personal Spending amount to invest in your healthy lifestyle RRSP - Registered Retirement Savings Plan with Company matching ESPP - Employee Share Purchase Plan (TSX:IFC) program with matching aspect ‘Dress for your day’, dress according to your daily schedule Competitive compensation package with bonus aspect Employee discount program, including Apple, Bell, Rogers and more Paid Time Off in the form of: Personal days, Volunteer days, Exam/Study Time, Jury Duty and starting at 3 weeks of vacation per year Working for an employer who is regularly recognized as one of Canada’s best employers such as Kincentric 2022What the Role Entails:
Service on-going client needs, advise on insurance matters, conduct needs assessment, recommend solutions, answer inquiries, conduct care calls and process renewals Sell new policies/write new business to existing or new clients, retain existing book of business Quote new business through outbound call initiatives, introductory letters and receive walk-in clients Contact Underwriters and Adjusters to discuss guidelines and policy Prepare documentation for insurers, complete applications for clients, issue insurance certificates, process changes and review renewals Keep current on underwriting rules and workflow processes Actively participate in training initiatives Participate in community marketing initiatives Process Account Receivable activities Provide guidance and assistance as requestedThe Successful candidate will have:
*If you feel you have the equivalent skills, please apply*
High School and or Post-Secondary Education Minimum 1-year Personal Insurance experience preferred Level 1 General license is preferred Exposure to Epic is an asset Strong customer focus Demonstrated ability to handle multiple priorities successfully Strong analytical and organizational skills Excellent verbal and written communication skills Ability to pass a criminal background check and credit check