Personal Lines Insurance Advisor - Ellis St., Penticton, BC
Insurance Brokers Association of BC · Thompson, NY · 3 wk ago
Business DevelopmentFull-time
Job Summary
Our Ellis St. office in Penticton is in need of an experienced Personal Lines Advisor Level 2 to assist with our existing book of business. This role requires the candidate to coordinate changes to existing client policies and help new clients obtain coverage across a wide range of insurance products.Responsibilities
- Provide excellent customer service to our clients
- Provide renewal terms and optional quotes when required
- Update evaluators when necessary
- Provide new quotes on all Personal Lines types of business
- Offer additional products to provide Complete Customer Portfolios
- Keep detailed notes on our Computer System at all times (Paperless Environment)
- Keep abeyances updated and current
- Accounts Receivable
What we offer
- Competitive Salary
- Extended medical and dental benefits package
- RRSP matching
- Education and Training
- Potential career development opportunities in other lines of business or departments
Knowledge, Skills & Abilities Required
- Level 2 General Insurance Salesperson License
- At least one year of personal lines insurance office experience
- Strong communication skills to apply to underwriters, customers, and team members.
- Strong organizational, time management, and interpersonal skills
- Good verbal and written communication skills
- Strong customer service
- Flexible in job duties and/or hours as necessary
- Company Portal knowledge is an asset
- Computer skills, including working knowledge of Word & Excel