This role offers the unique chance to work closely with the Managing Director, playing a pivotal part in shaping the office's direction, building local relationships, and laying the foundation for long-term success.

The Insurance

Advisor is responsible for overall new business production. These clientele may be principals of commercial or personal accounts or have prominent business and community affiliations.

The Insurance

Advisor will work alongside commercial producers to generate referrals and grow the book of business with a focus on the retention of both personal and commercial accounts Additional services would be defined as those “above and beyond” normal transactional services provided to personal and commercial clients, and may include creating and implementing additional value-added services as appropriate

- Participation in growth initiatives on behalf of the Personal Insurance department
- Ensure that strong, long-term customer relationships are created by providing value added services




- Maintain a current knowledge base of insurance products and services with various insurance companies, including regular, non-standard, and high-net-worth markets
- Managing Accounts Receivable of existing client base
- Working with Personal Insurance team members to provide an exceptional customer service experience; 2 years of personal and commercial insurance experience strongly preferred; ~ Experience with EPIC brokerage software preferred; ~ Level 2 General Insurance license required; ~ Solid mentorship skills and teaming capability
- A well-defined sense of diplomacy and business acumen with a focus on customer service and the overall client experience; ~ Skill in analysis, problem solving, critical thinking, decision making, teamwork, communication, innovation, and adaptability; ~ Advanced skills in Microsoft Office Suite and internal Broker Management Systems (EPIC). #

📌 Insurance Advisor/ Customer Services (Hinton)
🏢 Navacord
📍 Hinton