Personal Insurance Advisor

Personal Insurance Advisor

Location: Stony Plain branch

Employment Type: Permanent Full Time Basis

What the Role Entails:

• Service on‑going client needs, advise on insurance matters, conduct needs assessment, recommend solutions, answer inquiries, conduct care calls and process renewals
• Sell new policies/write new business to existing or new clients, retain existing book of business
• Contact Underwriters and Adjusters to discuss guidelines and policy
• Prepare documentation for insurers, completing applications for clients, issue insurance certificates, process changes and review renewals
• Keep current on underwriting rules and workflow processes
• Actively participate in training initiatives
• Participate in community marketing initiatives

Benefits:

• Flexible health and dental insurance benefits package
• Personal S...