Personal Insurance Advisor (Powassan)

What the Role Entails

• Service ongoing 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.
• 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.

Qualifications

• High School and or Post-Secondary Education.
• Previous insurance experience preferred but not required.
• RIBO License preferred.
• Exposure to Epic is an asset.
• Solid customer focus.
• Demonstrated ...