17 Aug
|
Pathfind
|
Grande Prairie
17 Aug
Pathfind
Grande Prairie
Job Title: Insurance Advisor - Farm
Location: Grande Prairie (in-office)
Salary: Negotiable
What the Job Is:
The successful candidate will have industry experience in Alberta Farm property, and automobile including fleet insurance. As part of the underwriting and direct sales team, they will also play a key role in handling our existing Farm Lines business. Duties will include direct customer contact as well as other supporting technical duties, as part of a team.
What You Will Be Doing:
- Determine the insurance needs for new and existing clients and sell the products that meet those needs
- Meet production targets as set by the management team
- Meet all service standards
- Follow-up on all leads within service standard requirements
- Accurately complete applications and endorsements for automobile, property, and other insurance
- Underwrite new business and endorsements in compliance with company guidelines
- Provide complete documentation for all transactions and client conversations
- Order property inspections as per Loss Control guidelines
- Follow all company processes
- Act in compliance with all government regulations pertaining to General Insurance Agents
- Attend functions to represent the company, as assigned by Manager
- Complete continuing education hours to maintain General Insurance License
- Work in conjunction with other departments, underwriting, accounting, claims, IT, Loss control
- Mentor new staff
- Assist customers with their daily insurance needs via phone,
in person and by email
- Follow up on all client accounts to resolve outstanding activities
- Communicate decisions, and respond to requests in a prompt and professional manner with client inquiries
- Learn rating procedures, wordings, underwriting policies, and regulations
- Remain up to date on product knowledge and build relationships with insurance providers
- Generate leads through community involvement and events
- Knowledge of each Insurance Company’s products, endorsements, packages, and payment plans
- Foster positive working relationships with internal and external parties, including other branch offices
- Occasional travel will be required
- Other duties as assigned
Who You Are:
- 2 or more years of experience with insuring farms
- An AIC General Agent Level 2 License is required.
- CAIB and/or CIP Designations are desirable
- Strong sales and communication skills
- Strong customer service skills
- Robust attention to detail, analytical, and problem solving
- Willingness to travel
Pathfind is a full-service Talent Management firm, offering professional services in Search, Leadership Coaching, and Career Transition/Outplacement. We are a proud partner of Career Partners International.
The successful candidate must have legal authorization to work in Canada on a full-time basis for any employer. While we appreciate the interest of all applicants, only those selected for an interview will be contacted.
📌 Insurance Advisor - Farm (Grande Prairie)
🏢 Pathfind
📍 Grande Prairie