Personal Insurance Advisor at Navacord (Central Saanich)

Personal Insurance Advisor at Navacord (Central Saanich)

13 Sep
|
Waypoint
|
Central Saanich

13 Sep

Waypoint

Central Saanich

Elevate customer experience and grow sales revenue as a Personal Insurance Advisor at Navacord in Victoria-Brentwood Bay. Focus on policy renewals, risk analysis, and cross-selling strategies. As a Personal Insurance Advisor, you will drive revenue growth through effective customer management and service excellence.

This on-site role requires a solid understanding of risk factors, policy renewals, and product terms across various insurance types. You will also collaborate with internal teams and external stakeholders to uphold operational standards and contribute to continuous improvement. Key Responsibilities:

- Analyze risk factors across insurance policies
- Achieve retention targets and manage customer portfolios




- Successfully renew policies with tailored recommendations
- Ensure accurate maintenance of customer information
- Identify cross-selling opportunities for enhanced coverage Requirements:
- Minimum of 1 year of Auto Insurance experience
- Strong verbal and written communication skills
- Proficient in insurance policy manuals
- Detail-oriented with solid analytical abilities
- Proficient in EPIC and Microsoft Office Suite Bring your expertise in insurance management and customer relations to enhance Navacord's client offerings.

📌 Personal Insurance Advisor at Navacord (Central Saanich)
🏢 Waypoint
📍 Central Saanich

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