Acera Insurance
Client Advisor for Personal Insurance Services
Job Description
Join our team as a Client Advisor for Personal Insurance Services in Kingston, ON. This role offers you the chance to grow client relationships and manage insurance portfolios.
In this permanent, full-time position, you will be responsible for servicing personal insurance clients effectively. You'll conduct policy reviews, initiate sales of new policies, and address client inquiries with efficiency. Additionally, regular collaboration with underwriters will enhance policy accuracy and resolve issues while ensuring a high standard of customer service.
Key Responsibilities:
• Address clients as their primary insurance contact
• Recommend appropriate policies based on needs assessment
• Respond to inquiries in a timely manner
• Facilitate care calls and manage policy renewals
• Prepare documentation for insurance applications
Requirements:
• 2+ years of insurance experience preferred
• RIBO license is require...
In this permanent, full-time position, you will be responsible for servicing personal insurance clients effectively. You'll conduct policy reviews, initiate sales of new policies, and address client inquiries with efficiency. Additionally, regular collaboration with underwriters will enhance policy accuracy and resolve issues while ensuring a high standard of customer service.
Key Responsibilities:
• Address clients as their primary insurance contact
• Recommend appropriate policies based on needs assessment
• Respond to inquiries in a timely manner
• Facilitate care calls and manage policy renewals
• Prepare documentation for insurance applications
Requirements:
• 2+ years of insurance experience preferred
• RIBO license is require...