- 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 to existing or current clients
- Retain existing book of business
- Quote new business through outbound call initiatives
- 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

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
- Strong analytical and organizational skills




- Excellent verbal and written communication skills in both English and French language

Core Competencies

Demonstrates expertise in personal insurance, including client needs assessment, policy recommendations, and documentation preparation. Proficient in managing multiple priorities while maintaining strong customer focus and effective communication in both English and French.

Highest-signal resume keywords

- Personal Insurance Experience
- Client Needs Assessment
- Policy Recommendations
- Excellent Communication Skills
- Exposure to Epic

ATS Optimization Keywords

Hard Skills

- Needs Assessment
- Policy Writing
- Documentation Preparation
- Application Completion
- Renewal Processing
- Account Receivable Processing

Soft Skills

- Customer Focus
- Analytical Skills
- Organizational Skills

Industry Keywords

- Insurance
- Underwriting Rules
- Community Marketing Initiatives

Tools & Technologies

- Epic

📌 Bilingual Personal Insurance Advisor (Grand Falls)
🏢 Jobtailor
📍 Grand Falls