06 Nov
|
Waypoint
|
Squamish
Drive personal insurance renewals from Waypoint's Squamish branch in a hybrid Advisor position focused on risk analysis and customer service.
This Advisor, Personal Insurance [Renewal] role supports revenue growth through annual sales and retention targets. You will manage policy renewals, review tenant, homeowner, travel, RV, and special event coverage, and identify cross-selling opportunities. The position combines customer management with accurate brokerage administration.
Key Responsibilities:
- Assess risk factors across personal insurance policies
- Renew policies with tailored coverage recommendations
- Review terms, limits, exclusions, and product conditions
- Maintain accurate customer and policy information
- Process endorsements, cancellations, adjustments, and payments
Requirements:
- Minimum one year of Auto Insurance experience
- Robust verbal and written communication abilities
- Proficiency with insurance manuals and policy wordings
- Analytical problem-solving and de-escalation skills
- Experience using EPIC and Microsoft Office Suite
Apply your renewal management, risk analysis, and customer service expertise as Waypoint's Personal Insurance Advisor in Squamish.
📌 Personal Insurance Renewal Advisor (Squamish)
🏢 Waypoint
📍 Squamish