Personal Insurance Advisor, Service
3 weeks ago
THE ROLE
The Personal Insurance Advisor is an expert advisor responsible for servicing clients in a courteous and professional manner. These clientele may be principals of Lloyd Sadd commercial accounts or have prominent businessand community affiliation. The Personal Insurance Advisor maintains extensive knowledge of various insurance products and collaborates with team members to ensure a superior customer service experience.
As an Personal Insurance Advisor, you are an Operator, patient, conscientious, relaxed and cooperative team worker. You are;
- Affable, approachable, accommodating, and detail-oriented
- Highly tolerant for systematic work
- Respectful and accepting of others’ decisions.
WHAT YOU’LL DO:
- Delivering “best in class” additional services to clients. Additional services would be defined as those “above and beyond” normal transactional services provided to personal lines clients;
- Participation in growth initiatives on behalf of the Personal Insurance department;
- Liaise with company underwriters to negotiate best terms for our clients when required;
- Ensure that strong, long-term customer relationships are created by providing value added services;
- Maintain a current knowledge base of insurance products and services with various insurance companies, including regular, non-standard, and relevant markets;
- Working with Personal Insurance team members to provide exceptional customer service experience;
- Works closely with Advisors on all aspects of client service, marketing, and renewal while adhering to Lloyd Sadd’s best practices and standard procedures;
- Work closely with the Account Assistant’s to ensure timelines are being met and to review accuracy of documentation;
- Manage account documentation (i.e., routine inquires, quotes, insurance contracts, endorsements, cancellations, etc.)
- Review client’s current coverage and exposures, loss experience and analyze risk to determine the product/service requirements when required;
- Ensure EPIC workflows are followed including maintaining and updating custom forms;
- Ensure accurate and timely servicing and billing of accounts;
- Participate in training and professional development courses to enhance skills and industry knowledge;
- Other duties as assigned.
WHAT WE REQUIRE:
- 2 to 4 years of personal lines experience and EPIC brokerage software preferred;
- Level 2 General Insurance license strongly preferred;
- Completed or working towards C.I.P. or C.A.I.B. designation;
- Solid mentorship skills and teaming capability; the ability to lead and motivate, delegate, and rally colleagues;
- A well-defined sense of diplomacy and business acumen with a focus on customer service and the overall client experience;
- Skill in analysis, problem solving, critical thinking, decision making, teamwork, communication, innovation, and adaptability;
- Advanced skills in Microsoft Office Suite and internal Broker Management Systems (EPIC).
-
Insurance Advisor, Personal Lines
6 days ago
Edmonton, Canada MMI Insurance Full time**Insurance Advisor** Internal Title: Insurance Advisor, Personal Lines Location: Grande Prairie or Edmonton Department: Underwriting Reports to: Northern Regional Manager, Personal Lines **About MMI** Our mission and vision are focused on meeting the insurance needs of our clients in the province of Alberta. Therefore, our team is strong due to its...
-
Client Advisor, Personal Insurance
7 months ago
Edmonton, Canada Acera Insurance Full timeWe put our people first. As an employer of choice, Acera Insurance, formerly Rogers McLean Shaw Insurance Brokers, offers an outstanding workplace and employee culture that creates valuable opportunities for all employees._ - Our people are:_ - _Encouraged to challenge the status quo and never stop learning in their commitment to excellence._ - _Empowered...
-
Client Advisor, Personal Insurance
2 months ago
Edmonton, Canada Acera Insurance Services Ltd. Full timeWe put our people first. As an employer of choice, Acera Insurance, offers an outstanding workplace and employee culture that creates valuable opportunities for all employees._ - Our people are:_ - _ Encouraged to challenge the status quo and never stop learning in their commitment to excellence._ - _ Empowered with a sense of accountability and autonomy to...
-
Personal Insurance Advisor, Service
2 weeks ago
Edmonton, Canada Lloyd Sadd Full timeTHE ROLEThe Personal Insurance Advisor is an expert advisor responsible for servicing clients in a courteous and professional manner. These clientele may be principals of Lloyd Sadd commercial accounts or have prominent businessand community affiliation. The Personal Insurance Advisor maintains extensive knowledge of various insurance products and...
-
Personal Insurance Advisor, Service
2 weeks ago
Edmonton, Canada Lloyd Sadd Full timeTHE ROLEThe Personal Insurance Advisor is an expert advisor responsible for servicing clients in a courteous and professional manner. These clientele may be principals of Lloyd Sadd commercial accounts or have prominent businessand community affiliation. The Personal Insurance Advisor maintains extensive knowledge of various insurance products and...
-
Personal Insurance Advisor, Service
3 months ago
Edmonton, Canada Lloyd Sadd Full timeLloyd Sadd is a Navacord broker partner, one of Canada’s largest insurance, group benefits and pension providers. Our goal is to provide our clients with expert advice in risk management, employee wellbeing and insurance. With multiple locations in Alberta and BC, we take pride in our ability to attract exceptional talent and build top performing teams who...
-
Personal Insurance Advisor, Service
2 weeks ago
Edmonton, Canada Lloyd Sadd Full timeTHE ROLE The Personal Insurance Advisor is an expert advisor responsible for servicing clients in a courteous and professional manner. These clientele may be principals of Lloyd Sadd commercial accounts or have prominent businessand community affiliation. The Personal Insurance Advisor maintains extensive knowledge of various insurance products and...
-
Insurance Advisor
1 week ago
Edmonton, Canada Westland Insurance Ltd. Full timeWestland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor in Edmonton, AB at our Edmonton - West office. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are looking for a career minded individual who is focused on growing their insurance industry...
-
Insurance Advisor
7 months ago
Edmonton, Canada CPA Insurance Plans West Full time**Insurance Advisor** Are you a licensed insurance professional looking to make a meaningful impact? CPA Insurance Plans West is seeking an experienced Insurance Advisor to join our team in providing comprehensive insurance solutions for CPAs and their families. We are looking for someone passionate about the insurance industry, who loves engaging with...
-
Personal Insurance Advisor, Service
3 weeks ago
Edmonton, Alberta, P5J, Edmonton region, Canada Lloyd Sadd Full timeTHE ROLEThe Personal Insurance Advisor is an expert advisor responsible for servicing clients in a courteous and professional manner. These clientele may be principals of Lloyd Sadd commercial accounts or have prominent businessand community affiliation. The Personal Insurance Advisor maintains extensive knowledge of various insurance products and...
-
Insurance Advisor
6 days ago
Edmonton, Canada Westland Insurance Ltd. Full timeWe’re searching for an Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor in our Edmonton South office. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are looking for a career...
-
Insurance Advisor
2 weeks ago
Edmonton, Canada Westland Insurance Ltd. Full timeWe’re searching for an Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor in Edmonton, AB at our Edmonton South office. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are looking...
-
Insurance Advisor
7 months ago
Edmonton, Canada Westland Insurance Ltd. Full timeWe’re searching for an Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor in Edmonton, AB at our Edmonton-South office. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are looking...
-
Insurance Advisor
7 months ago
Edmonton, Canada Westland Insurance Ltd. Full timeWe’re searching for an Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor in our Edmonton, AB office. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are looking for a career...
-
Personal Insurance Advisor
1 day ago
Edmonton, Canada HUB International Full timeHi, we’re HUB! We are proud to be ranked 5th among the world’s largest insurance brokerages where we advise businesses and individuals on how to reach their goals. When you partner with us, you’re at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world...
-
Client Advisor, Personal Insurance
7 months ago
Edmonton, Canada Acera Insurance Full time**ACCOUNT MANAGER, AGRICULTURE INSURANCE** **We have an opportunity within our organization for an Account Manager role in our Agricultural sector.** AgPro Insurance Brokers is the Agriculture division of Rogers McLean Shaw and is a sector within our organization we are focused on growing. The role is Agricultural based which includes a combination of both...
-
Insurance Advisor Trainee
1 week ago
Edmonton, Canada Westland Insurance Ltd. Full timeWestland Insurance Group Ltd has an exciting opportunity for a Insurance Advisor Trainee in Edmonton, AB at our Edmonton - West office. Do you love to provide exceptional client service? If so, you will love working for Westland! We are looking for a career minded individual who is focused on growing their career in insurance. **What we offer**: -...
-
Personal Insurance Advisor, Sales
1 week ago
Edmonton, Canada Lloyd Sadd Full timeTHE ROLEThe Personal Insurance Advisor is responsible for overall new business production. These clientele may be principals of Lloyd Sadd commercial accounts or have prominent business and community affiliations. The Personal Insurance Advisor will work alongside commercial producers to generate referrals and grow the book of business with a focus on the...
-
Personal Insurance Advisor
4 months ago
Edmonton, Canada HUB International Full time**Company Overview** Hi, we’re HUB! We are proud to be ranked 5th among the world’s largest insurance brokerages where we advise businesses and individuals on how to reach their goals. When you partner with us, you’re at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity...
-
Personal Insurance Advisor, Sales
2 weeks ago
Edmonton, AB, Canada Lloyd Sadd Full timeTHE ROLE The Personal Insurance Advisor is responsible for overall new business production. These clientele may be principals of Lloyd Sadd commercial accounts or have prominent business and community affiliations. The Personal Insurance Advisor will work alongside commercial producers to generate referrals and grow the book of business with a focus on the...
