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Personal Insurance Advisor (BB-3D05E)

Found in: Neuvoo Bulk CA


We have immediate openings for Personal Insurance Advisors to join our Personal Insurance team working at our Century Point office in Edmonton, Alberta. 

Position Summary:

To provide front-line customer service of Personal Lines policies and taking responsibility for the retention and account development of existing clients, quoting and placing new business as required.

What you will be doing:

  • 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
  • Quoting new business through outbound call initiatives, introductory letters and receive walk-in clients
  • Contact Underwriters and Adjusters to discuss guidelines and policy
  • Prepare documentation for insurers, complete 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
  • What you bring to the table:

  • High School Diploma and/or Post-Secondary Education
  • Excellent customer services skills and adept in conflict resolution
  • Level 1 or 2 General Insurance license required
  • Demonstrated ability to handle multiple priorities successfully
  • Strong analytical and organizational skills
  • Excellent verbal and written communication skills
  • What’s in it for you:

  • Commitment to your growth and development 
  • A competitive compensation package
  • Flexible health and dental benefits package
  • An RRSP with a company matching component
  • A casual ‘dress for your day’ environment
  • Be a part of a company that is one of Canada’s best employers (Named by Kincentric in 2019)
  • ** Operating hours are from 8am to 8pm with a flexible 35 hour weekly schedule Monday-Friday, including a minimum of 1 Saturday a month**

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