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.
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📌 Personal Insurance Renewal Advisor (Squamish)
🏢 Waypoint
📍 Squamish