The Advisor, Personal Insurance (Renewal) will drive revenue growth by achieving annual sales targets through effective customer management and service strategies. Responsibilities include analyzing risk factors across various policies, overseeing seamless policy renewals, reviewing product terms, identifying cross-selling opportunities, and maintaining high standards in customer information management. Collaborating with internal departments and external stakeholders, the Advisor, Personal Insurance (Renewal) will uphold operational excellence and contribute to continuous improvement. This is an in office role at our Ladysmith location. Responsibilities Develop a comprehensive understanding of the insurance market landscape, staying ahead of industry trends and product offerings. Assess and analyze risk factors associated with various insurance policies, particularly in areas such as tenant, homeowner, annual travel, owner-occupied RV, and special event policies. Achieves all established retention targets while adhering to Waypoint's standards and underwriting guidelines. Manage and maintain a portfolio of customers,



ensuring all policies in-force (PIF) counts meet or exceed designated targets. Customer Experience Successfully renews policies by thoroughly reviewing current coverages and providing tailored recommendations based on individual customer needs. Conducts comprehensive reviews of product terms and conditions, including coverages, limits, and exclusions, to minimize errors and omissions. Ensures accurate maintenance of customer information and insurance policy details within relevant systems. Processes endorsements, cancellations, and adjustments for insurance policies and additional products/services. Utilizes active listening and investigative skills to resolve potential challenges with policy renewals. Identifies customer needs, coverage gaps, and cross-selling opportunities to enhance customer protection. Issues renewal documents, endorsements, and cancellations for insurance policies and additional products/services. Manages

📌 Advisor, Personal Insurance (Ladysmith)
🏢 Waypoint
📍 Ladysmith