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
Retain existing book of business
Quote new business through outbound call initiatives
Contact Underwriters and Adjusters
Prepare documentation for insurers
Keep current on underwriting rules and workflow processes
Actively participate in training initiatives
Process Account Receivable activities
Provide guidance and assistance as requested
Requirements High School and or Post-Secondary Education
Minimum 1-year Personal Insurance experience preferred
Exposure to Epic is an asset
Strong customer focus
Demonstrated ability to handle multiple priorities successfully
Robust analytical and organizational skills
Excellent verbal and written communication skills




Core Competencies Demonstrates expertise in personal insurance, including needs assessment, policy sales, and client retention. Proficient in communication and organizational skills to manage multiple priorities effectively.
Highest-signal resume keywords Personal Insurance Experience
Client Needs Assessment
Policy Sales
Excellent Communication Skills
Analytical Skills
ATS Optimization Keywords Hard Skills Needs Assessment
Policy Sales
Account Receivable Processing
Documentation Preparation
Outbound Call Initiatives
Soft Skills Customer Focus
Organizational Skills
Ability to Handle Multiple Priorities
Industry Keywords Insurance Matters
Underwriting Rules
Care Calls
Renewals
Adjusters
Tools & Technologies Epic

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📌 Personal Insurance Advisor (Ontario)
🏢 Jobtailor
📍 Ontario