Personal Lines Insurance Advisor
Coquitlam, BC | In-Office | Full-Time
This role involves delivering tailored insurance solutions to clients and managing personal lines policies, with a focus on client consultation, policy development, and business growth.
Key Responsibilities
- Client Consultation and Policy Development:
- Engage with clients to assess personal insurance needs and provide expert advice on coverage options.
- Develop and present personalized policies that align with clients’ requirements and financial considerations.
- Policy Management and Client Support:
- Oversee administration of new policies, renewals, and adjustments, ensuring compliance with industry regulations and company standards.
- Provide ongoing support, address inquiries, process claims, and maintain accurate records.
- Sales and Business Development: