- 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
- Strong 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 solid 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 (Oakville)
🏢 Jobtailor
📍 Oakville