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Description
Position Overview
The Personal Insurance Advisor serves as a key point of contact for individual insurance clients, delivering in-person and phone-based support while assisting with policy quotations and documentation. This role plays an essential part in ensuring a smooth client experience through accurate processing, proactive service, and effective communication.
Key Accountabilities
Respond to inbound client inquiries related to policy changes, coverage updates, and general insurance questions.
Manage service requests efficiently while meeting established turnaround expectations.
Maintain accurate and up-to-date client records within internal systems.
Prepare and issue insurance documentation including proof of insurance, pink cards, and coverage letters.
Assist with renewal prepar...