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Personal Insurance Advisor
BrokerLink. Service ongoing client needs and advise on insurance matters .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client service and insurance solutions, with a strong focus on customer needs and retention. Proficient in managing multiple priorities while maintaining effective communication and organizational skills.
Highest-signal resume keywords
Customer Service ExperienceRIBO LicenseInsurance SolutionsAnalytical SkillsVerbal And Written Communication
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Needs AssessmentPolicy QuotingInsurance DocumentationAccounts Receivable ProcessingClient Application Completion
Soft Skills
Customer FocusOrganizational SkillsAbility To Handle Multiple Priorities
Certifications & Qualifications
RIBO License
Industry Keywords
InsuranceUnderwriting GuidelinesCommunity Marketing InitiativesRenewalsClient Retention
About the role
Key responsibilities & impact- Service ongoing client needs and advise on insurance matters
- Conduct needs assessments and recommend insurance solutions
- Answer inquiries, conduct care calls, and process renewals
- Sell new policies and write new business for existing or new clients
- Retain existing book of business
- Quote new business through outbound calls, introductory letters, and walk-in clients
- Contact underwriters and adjusters regarding guidelines and policies
- Prepare insurer documentation and complete client applications
- Issue insurance certificates, process changes, and review renewals
- Keep current on underwriting rules and workflow processes
- Participate in community marketing initiatives
- Process accounts receivable activities
- Provide guidance and assistance as requested
Requirements
What you’ll need- Minimum 2 years of customer service experience required
- RIBO License would be an asset
- Strong customer focus
- Demonstrated ability to handle multiple priorities successfully
- Strong analytical and organizational skills
- Excellent verbal and written communication skills
- Must be eligible to work in Canada from the anticipated start date and throughout employment
- No employer sponsorship or immigration-related support provided
Benefits
Comp & perks- Flexible work arrangements
- Multiple benefits supporting physical and mental wellbeing
- Wellness account
- Share plan
- Other savings programs
- Incentive programs
- Employee Share Purchase Plan (ESPP) with employer matching
- Group RRSP
- Company-matching DPSP offerings
- Training initiatives
- Accessible workplace accommodations