About the role

We are looking for a Personal Insurance Advisor to join our growing team.

What you’ll do

• Service on-going 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


• Quote new business through outbound call initiatives, introductory letters and receive walk-in clients


• 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