Insurance Advisor Assistant (Canada)

Insurance Advisor Assistant (Canada)

03 Aug
|
Brokerteam Insurance Group
|
Canada

03 Aug

Brokerteam Insurance Group

Canada

Due to continued growth, Element Insurance is expanding our team and seeking an In-House Personal & Commercial Lines Sales Advisor to join our organization.

Job Summary

- Manage and grow a portfolio of Personal Lines and Commercial Lines business.

- Work in a high-energy environment responding to inbound client inquiries while proactively identifying new sales opportunities

Key Responsibilities

- Provide day-to-day client management and account maintenance for Personal Lines accounts; act as a primary point of contact and maintain strong client and insurer relationships.

- Process policy changes, endorsements, cancellations, payments, and general inquiries.

- Review and assess coverage needs, identifying cross-sell and up-sell opportunities as client needs evolve.

- Initiate, negotiate, and process policy renewals.





- Prepare and issue confirmations of insurance.

- Manage claims submissions and advocate for clients throughout the claims process.

- Respond to incoming phone calls and online quote requests.

- Generate current business opportunities and achieve individual sales targets in alignment with company goals.

Qualifications & Skills

- RIBO license required.

- Strong passion for sales and client service.

- Excellent communication and telephone skills.

- Ability to manage multiple priorities in a fast-paced, technology-driven environment.

- Strong attention to detail and follow-through.

- Mandarin or Cantonese speaking is an asset.

📌 Insurance Advisor Assistant (Canada)
🏢 Brokerteam Insurance Group
📍 Canada

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