Insurance Needs Analyst - Oakville - beBee Careers

    beBee Careers
    beBee Careers Oakville

    1 week ago

    Default job background
    Full time

    Job title: Personal Insurance Advisor

    Description

    About the Insurance Advisor Position:

    • We are seeking an experienced Insurance Advisor to join our team, responsible for advising clients with high-risk profiles on personal insurance options, conducting needs assessments, and recommending tailored solutions.
    • This role involves servicing ongoing client needs, answering inquiries, processing renewals, and conducting regular care calls to ensure continued satisfaction.
    • The successful candidate will write new business, retain existing clients, and build trusted relationships through expert advice and exceptional service.
    • The position requires close collaboration with underwriters and adjusters to negotiate policy terms and clarify guidelines for non-standard coverage.
    • Accurate documentation preparation, application completion, issuance of insurance certificates, processing of policy changes, and renewal reviews are essential responsibilities.
    • Staying up-to-date on underwriting rules, market trends, and carrier guidelines specific to non-standard insurance is crucial.
    • The ideal candidate will actively participate in training initiatives and professional development opportunities.
    • Community marketing initiatives to promote brand presence and trust are also part of this role.
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