Drive personal insurance renewals from Waypoints 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 Waypoints Personal Insurance Advisor in Squamish.