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 current 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 fast-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 (Whitby)
🏢 Jobtailor
📍 Whitby