Personal Insurance Advisor

Service on-going client needs Advise on insurance matters Conduct needs assessment Recommend solutions Answer inquiries Conduct care calls Process renewals Sell new policies/write new business to existing or new clients Retain existing book of business Quote new business through outbound call initiatives, introductory letters and receive walk-in clients Contact Underwriters and Adjusters to discuss guidelines and policy Prepare documentation for insurers Complete applications for clients Issue insurance certificates Process changes and review renewals Keep current on underwriting rules and workflow processes Actively participate in training initiatives Participate in community marketing initiatives Process Account Receivable activities Provide guidance and assistance as requested Requirements Minimum 1-year Personal Insurance experience preferred RIBO License or willing to obtain Bilingualism (English/French) is an asset Exposure to Epic is an asset Strong customer focus Demonstrated ability to handle multiple priorities successfully Strong analytical and organizational skills Excellent verbal and written communication skills Core Competencies Demonstrates expertise in personal insurance, including client needs assessment, policy recommendations, and documentation preparation. Proficient in managing client relationships and maintaining a strong customer focus while handling multiple priorities. Highest-signal resume keywords Personal Insurance Experience RIBO License Bilingualism (English/French) Strong Customer Focus Analytical Skills ATS Optimization Keywords Hard Skills Needs Assessment Policy Recommendations Documentation Preparation Application Completion Renewal Processing Account Receivable Activities Insurance Certificate Issuance Outbound Call Initiatives Client Retention Policy Quoting Soft Skills Verbal Communication Written Communication Organizational Skills Ability to Handle Multiple Priorities Certifications & Qualifications RIBO License Industry Keywords Insurance Underwriting Rules Community Marketing Initiatives Client Inquiries Care Calls Tools & Technologies Epic #J-18808-Ljbffr