Provide front-line Commercial Insurance sales and customer service for small businesses
Service ongoing client needs and advise on insurance matters
Conduct needs assessments and recommend insurance solutions
Answer inquiries, conduct care calls, and process renewals
Quote and sell new policies/write new business to existing or new clients
Retain existing book of business through inbound and outbound calls, introductory letters, and walk-in clients
Prepare documentation for insurers and complete client applications
Issue insurance certificates, process changes, and review renewals
Contact Underwriters and Adjusters to discuss guidelines and policies
Keep current on underwriting rules and workflow processes
Participate in training initiatives and community marketing initiatives
Process accounts receivable activities
Provide guidance and assistance as requested
Build trusted relationships with small business clients and tailor insurance coverage
Requirements Strong customer service, sales, and/or call center experience
RIBO is required (or willingness to obtain it)
Previous P&C; Insurance experience is a definite asset
Excellent customer service skills; customer-focused and able to resolve conflicts effectively
Proven ability to manage multiple priorities successfully




Effective verbal and written communication skills
Accountable, goal-oriented and proactive
Ability to work as part of a team as well as independently in a quick-paced environment
Candidates must be eligible to work in Canada from the anticipated start date and throughout employment
Candidates are solely responsible for maintaining their work eligibility
Core Competencies Demonstrates expertise in Commercial Insurance sales and customer service, with a strong focus on client needs assessment, policy recommendations, and relationship building. Proficient in managing multiple priorities and maintaining compliance with underwriting guidelines.
Highest-signal resume keywords Commercial Insurance Sales
Customer Service Skills
RIBO Certification
P&C; Insurance Experience
Effective Communication
ATS Optimization Keywords Hard Skills Needs Assessment
Policy Quoting
Documentation Preparation
Accounts Receivable Processing
Insurance Certificate Issuance
Soft Skills Conflict Resolution
Goal-Oriented
Proactive
Team Collaboration
Independence
Certifications & Qualifications RIBO Certification
Industry Keywords Commercial Insurance
P&C; Insurance
Underwriting Guidelines
Client Applications
Insurance Solutions

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📌 Commercial Insurance Advisor – Service Team (Ontario)
🏢 Jobtailor
📍 Ontario