- Develops, maintains and grows branch commercial lines portfolio and ensures existing business is maintained. May also be required to sell and maintain personal lines and other products for commercial clients.
- Performs all duties associated with commercial accounts and liaises with clients regarding their needs
- Follows up with current clients to ensure appropriate coverage's, insurance company requirements, renewals, claims and premium payments are in place
- Develops and maintains knowledge of insurers and their appropriateness for underwriting various types of risk and packages materials for marketing purposes
- Maintains accurate computer records including client data, proposals, quotations, binders, renewal lists, claims, invoicing and correspondence
- Keeps current with market trends, and maintains knowledge level and required licensing to sell commercial lines insurance
- Identifies and develops sale and service opportunities with potential new clients. Enhances valued relationships with existing clients
- Maintain established procedures with respect to confidentiality, negotiable items, cash transactions, equipment and surroundings to meet safety, legal and procedural requirements.
- Develop and maintain a strong image within the community
- Maintains a professional standard of conduct at all times while promoting a positive image of the Insurance Agency
- Favorable vacation benefits - paid time off to recharge
- Attractive extended health care, dental coverage and disability coverage
- Employee Assistance Programs
- Employer paid training/education and opportunity for advancement
- Employer sponsored RRSP contributions
- Special banking perks, including mortgage and lending perks
- Quarterly bonus based on performance in addition to salary
- Work-life balance hours per week
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Commercial Insurance Advisor - Kelowna, Canada - Interior Savings
Description
Join the Interior Savings Commercial Insurance Team Looking for a change? Wanting to advance your career in Commercial Insurance? We are searching for an enthusiastic, business minded individual with advanced insurance knowledge and expertise to deliver superior service to new and existing commercial insurance clients.
Looking for the flexibility to spend some time working from your home office? This position is available for hybrid work. The successful applicant will reside in Kamloops or Kelowna as travel will be required within the region.
The Commercial Insurance Advisor - Agricultural Specialist supports Interior Savings' vision by developing valued relationships with existing and potential new commercial clients and delivers superior service by maintaining regular client contact, remaining consistent with corporate policies and procedures, and facilitating referrals to appropriate Interior Savings staff.
Principal Duties and Responsibilities:
What we offer:
We are excited to explore this opportunity with an Experience Licensed Insurance Advisor living within the Kelowna or Kamloops regions. The salary range for this position is $56,137 to $66,660 and starting salary will be based on related education, licensing, training and experience. This position will work 35.5 hours per week.
