- 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
- Solid customer focus
- Demonstrated ability to handle multiple priorities successfully
- Strong 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