Personal Insurance Advisor
Based in Canada
Core
Provide professional, efficient, and courteous service to clients regarding Auto Insurance, Auto Extension, Travel Health, and Personal Insurance products.
Role type
Personal Insurance Advisor
Builds
Bundled insurance solutions for individual clients
Domain
Insurance / Personal Finance
Deliverable
product features
Required skills
Client service, Sales (up-sell/cross-sell), Insurance product knowledge, Broker Management Software proficiency, Written and verbal communication
Preferred skills
Level 2 Insurance License, Farm Broker Experience, 2-5 years of Personal Insurance sales experience