Insurance Advisor, Personal Insurance
Core
Servicing clients in all personal insurance needs including home, travel, and automobile coverage (ICBC and private auto) while administering a book of business.
Role type
Personal insurance advisor (broker)
Builds
Personal insurance policies and coverage solutions
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, cross-selling ability
Responsibilities
Administer personal insurance book of business, sell ICBC and private automobile coverage, front line underwriting for home/travel/umbrella policies, secure renewals and cross-sell products, contact clients for renewal info, provide policy information, adhere to production budgets, ensure regulatory compliance, handle customer complaints
Seniority
Entry to Mid-level