Service on-going client needs
Advise on insurance matters
Conduct needs assessment
Recommend solutions
Answer inquiries
Conduct care calls
Process renewals
Sell new policies/write new business to existing or new clients
Retain existing book of business
Quote new business through outbound call initiatives, introductory letters and receive walk-in clients
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 Minimum 1-year Personal Insurance experience preferred
RIBO License or willing to obtain
Bilingualism (English/French) is an asset
Exposure to Epic is an asset
Strong customer focus
Demonstrated ability to handle multiple priorities successfully
Robust analytical and organizational skills
Excellent verbal and written communication skills




Core Competencies Demonstrates expertise in personal insurance, including client needs assessment, policy recommendations, and documentation preparation. Proficient in managing client relationships and maintaining a strong customer focus while handling multiple priorities.
Highest-signal resume keywords Personal Insurance Experience
RIBO License
Bilingualism (English/French)
Strong Customer Focus
Analytical Skills
ATS Optimization Keywords Hard Skills Needs Assessment
Policy Recommendations
Documentation Preparation
Application Completion
Renewal Processing
Account Receivable Activities
Insurance Certificate Issuance
Outbound Call Initiatives
Client Retention
Policy Quoting
Soft Skills Verbal Communication
Written Communication
Organizational Skills
Ability to Handle Multiple Priorities
Certifications & Qualifications RIBO License
Industry Keywords Insurance
Underwriting Rules
Community Marketing Initiatives
Client Inquiries
Care Calls
Tools & Technologies Epic

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📌 Personal Insurance Advisor (Ontario)
🏢 Jobtailor
📍 Ontario