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Digital Service Advisor
Westland Insurance Group Ltd.. Communicate with prospects and clients to determine and provide the best possible coverage, protection and customer service .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in personal lines insurance products and coverages, with a strong focus on client relationship management and retention. Committed to professional development and maintaining high standards of customer service.
Highest-signal resume keywords
RIBO LicensePersonal Insurance ExperienceClient Relationship ManagementCAIB or CIP DesignationPolicy Renewal Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Personal Lines Insurance ProductsClaims Process SupportCross-SellingUp-SellingPolicy Binding
Soft Skills
CommunicationProactive ContactCollaborationCustomer Service
Certifications & Qualifications
RIBO LicenseCAIB DesignationCIP Designation
Industry Keywords
BrokerageClient RetentionInsurance CoverageOffice Procedures
About the role
Key responsibilities & impact- Communicate with prospects and clients to determine and provide the best possible coverage, protection and customer service
- Build and maintain strong client relationships through proactive contact via email and phone
- Develop new business opportunities by binding new policies, securing expiry dates and cross and up-selling personal insurance products
- Support clients in the claims process
- Manage and review policy renewals in a timely basis to maintain high levels of client retention
- Collaborate with co-workers and managers to develop positive and effective office procedures
- Perform other tasks as prescribed by management to ensure the best customer service for prospects and clients
Requirements
What you’ll need- RIBO license mandatory
- Minimum 2-year brokerage based personal insurance experience
- Strong knowledge of personal lines insurance products and coverages
- Commitment to professional development including obtaining CAIB or CIP designation
- Ability to work on a rotating schedule – no weekends
- Post-secondary diploma or degree would be considered an asset
Benefits
Comp & perks- An open, flexible and welcoming workplace
- Plenty of opportunities to grow and learn
- Autonomy to drive your own success
- Inclusive culture with a wide variety of backgrounds
- Total rewards program supporting financial, physical, and mental health
- Flexible paid Values Days
- Paid Volunteer Days through Amplifying Communities