Westland Insurance Group Ltd.

Insurance

• Work with clients to uncover insurance needs, identify opportunities, and provide recommendations based on coverage and underwriting principles
• Provide excellent customer service and manage client relationships by actively listening to queries and concerns
• Develop new business through cross-selling, upselling, referrals, and securing ex-dates
• Review renewals on a timely basis while maintaining strong retention levels
• Process policy changes and endorsements accurately through company portals
• Support clients through the claims process while communicating accurate information to claims teams
• Collaborate with the team to reach organizational goals
• Promote and educate clients on insurance products
• Manage complex insurance cases and help team members reach their potential

Insurance Advisor, Personal Lines