
Personal Lines, Insurance Account Advisor (Service)
- Kitchener, ON
- Permanent
- Full-time
- Respond to client requests and inquiries across various channels in a prompt and professional manner, ensuring timely and accurate completion of client requests in accordance with carrier guidelines.
- Analyze, counsel, and recommend coverages, identify and fill coverage gaps, and recognize cross sell opportunities.
- Provide quotations, explain and select coverages based on a thorough needs analysis, prepare applications, and submit them in accordance with carrier guidelines and timelines.
- Complete annual renewal reviews to maintain client needs from both coverage and pricing perspectives.
- Obtain claims information in an empathetic and accurate manner, submitting it to the carrier in a timely fashion.
- Underwrite files to ensure policy information and documentation remain up to date.
- RIBO licensed preferred. If you do not have your license, that’s okay; we will be happy to sponsor you!
- 1+ years of work experience in personal lines insurance, or if you are new to the industry, you are welcome to apply.
- Position starts on the 10-6 pm shift with the ability to graduate to an earlier shift as business needs shift. Note: all colleagues are required to participate in the late shift rotation once per week (12-7 pm).
- Home office space with reliable highspeed internet.
- Experience working in a service center environment.
- Previous customer service experience.
- College/university degree considered an asset.
- Experience with a Broker Management System, preferably TAM or Epic.
- We help you be your best through professional development opportunities, interesting work, and supportive leaders.
- We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have an impact for colleagues, clients, and communities.
- Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your wellbeing.