Personal Insurance Advisor

3 months ago

Richmond Hill, Canada BrokerLink Full time

The Position:

We are looking for a  Personal Insurance Advisor  to join Deeks Insurance at our  Richmond Hill, ON office on a  Permanent Full Time  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 2022

What 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 requested 

The 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 

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