Insurance Advisor, Personal Insurance
Core
Servicing clients on all personal insurance needs including home, travel, and automobile coverage.
Role type
Personal Insurance Advisor
Builds
Personal insurance policies and client retention
Domain
Insurance / Personal Lines
Deliverable
client delivery
Required skills
Level 2 General Insurance License, sales initiative, client service, underwriting, policy administration
Preferred skills
2+ years personal insurance experience
Technologies
ICBC Autoplan, Private Auto Sales, umbrella policies
Responsibilities
Administer personal insurance book of business, sell ICBC and private automobile coverage, perform front line underwriting, develop new business opportunities, contact clients for renewals, provide policy information, adhere to production budgets, ensure regulatory compliance, handle customer complaints
Seniority
Junior to Mid-level, hands-on IC
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