On-Site Personal Insurance Advisor Role (British Columbia)

On-Site Personal Insurance Advisor Role (British Columbia)

19 Sep
|
Waypoint
|
British Columbia

19 Sep

Waypoint

British Columbia

Drive growth as an In office Personal Insurance Advisor at Navacord in Victoria-Brentwood Bay. Focus on managing policy renewals and providing exceptional customer service to drive sales.

This position emphasizes effective customer management and achieving sales targets. You will analyze various risk factors related to different insurance policies while ensuring high levels of customer information accuracy. Collaborating with teams and external partners, you will uphold operational excellence and continuously improve service offerings.

Key Responsibilities:
• Analyze risk factors for diverse insurance policy types
• Renew personal insurance policies with tailored recommendations
• Maintain accurate customer information and process changes




• Identify cross-selling opportunities based on customer needs
• Collaborate with various stakeholders for policy efficiency

Requirements:
• Minimum 1 year of Auto Insurance experience required
• Strong verbal and written communication skills
• Proficient in policy manuals and risk assessment
• Detail-oriented with excellent analytical skills
• Proficient in EPIC software and Microsoft Office

Utilize your customer service skills to improve policy renewals while meeting Navacord's high operational standards.
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📌 On-Site Personal Insurance Advisor Role (British Columbia)
🏢 Waypoint
📍 British Columbia

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