Become a Personal Lines Insurance Advisor, where exceptional organizational talents and people skills are crucial. Elevate client experiences by processing insurance applications and addressing inquiries effectively.
In this supportive role, you are expected to earn your insurance broker license within 3-6 months. Responsibilities include assisting in the internal audit process, compiling application packages, and documenting client activities. Proficiency in communication and attention to detail are key facets required for client success.
Key Responsibilities:
• Manage new insurance applications and modifications
• Assist Personal Lines Manager with audits
• Compile application packages for brokers
• Keep records of client interactions
• Guide clients on coverage options and claims
Requirements:
• 1 year of experience as a Registered Insurance Broker is ideal
• Post-secondary education in a related field preferred
• CAIB designation valued but not esse...