Position Overview
Join as a Client Advisor focusing on personal insurance needs. Manage your own book of business while ensuring policy compliance, facilitating claims, and optimizing service delivery.
This full-time role emphasizes professionalism and client commitment. You will manage policy renewals, enhance client acquisition, and utilize relationship-building skills to serve your personal insurance clientele effectively. Strong accountability and communication are vital in addressing all client inquiries and needs.
Key Responsibilities: β’ Manage a book of personal insurance clientele β’ Review policy renewals and ensure compliance β’ Generate new business through effective cross-selling β’ Advocate for clients during claims processes β’ Facilitate changes to policies based on client requests
Requirements: β’ 3+ years of experience in the insurance sector β’ Possess Level 1 Alberta General Insurance License β’ Pursuing CIP designation is valued β’ Educational background in Busines...