Personal Insurance Advisor - Stony Plain
Only for registered members Stony Plain, Canada
1 month ago
Job summary
We are looking for a Personal Insurance Advisor to join our growing team in Stony Plain, AB on a Permanent Full Time Basis Service ongoing client needs advise on insurance matters conduct needs assessment recommend solutions answer inquiries conduct care calls and process renewalsSell new policies/write new business to existing or new clients retain existing book of business
Quote 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 Process Account Receivable activities Provide guidance and assistance as requested
- High School or Post-Secondary Education
- >Minimum 1-year Personal Insurance experience preferred
- >Exposure to Epic is an asset
Job description
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