Auto Insurance Advisor

Avant Insurance Brokers Ltd.; Winnipeg; On-site; CAD 40,000 - 60,000; Full time

Job summary

Avant Insurance Brokers Ltd. is seeking an Auto Insurance Advisor to service clients with exceptional care. This role involves managing transactions, fostering customer relationships, and maintaining insurance product knowledge.

Successful candidates will have a Manitoba Insurance license and at least one year of experience in customer service. Strong communication and problem-solving skills are essential. Join us to elevate client experiences and contribute to personal insurance growth.

Qualifications

• Minimum Level One or Auto Only Manitoba Insurance license is required with IWS certification.
• A minimum of one year of customer service experience is required.
• Familiarity with a Broker Management System, particularly Epic, is preferred.
• Candidates should possess strong prioritization skills and the ability to manage competing demands effectively.
• The individual must be a self-starter, goal-oriented, and a quick learner.
• A strong customer focus and proficient problem-solving skills are necessary.
• Excellent interpersonal and communication skills are required.
• Bilingual proficiency in oral and written communication is an asset, with English as a requirement.

Responsibilities

• Deliver exceptional additional services to clients that exceed standard transactional offerings.
• Engage in growth initiatives on behalf of the Personal Insurance department.
• Manage Autopac transactions for walk-in, phone, and email requests.
• Foster strong, long-term customer relationships by providing value-added services.
• Oversee account documentation including inquiries and insurance contracts.
• Deliver prompt and precise responses to inquiries.
• Assist with initial Personal Lines claims reporting within EPIC.
• Demonstrate ownership, urgency, and adherence to timelines.
• Maintain up-to-date knowledge of insurance products with Manitoba Public Insurance.
• Partner with team members to deliver outstanding customer service.

Skills

Customer service

Problem-solving

Communication

Prioritization

Education

Minimum Level One or Auto Only Manitoba Insurance license

Tools

Broker Management System (Epic)

Job description

The Auto Insurance Advisor is responsible for servicing clients in a courteous and professional manner. They maintain extensive knowledge of various insurance products and collaborate with team members to ensure a superior customer service experience. Our goal as a team is to provide clients with expert advice and out of the box problem solving.

RESPONSIBILITIES

• Delivering exceptional additional services to clients that exceed standard transactional offerings for personal lines customers.
• Engaging in growth initiatives on behalf of the Personal Insurance department.
• Managing Autopac transactions for walk-in, phone and email requests.
• Fostering strong, long-term customer relationships by providing value-added services.
• Overseeing account documentation, which encompasses routine inquiries, quotes, insurance contracts, endorsements, cancellations, and additional tasks for Auto.
• Deliver prompt and precise responses to inquiries, addressing issues and providing solutions to fulfill client requirements.
• Assist with initial Personal Lines claims reporting and file documentation within EPIC.
• Demonstrate ownership, urgency and adherence to timelines in all client engagements.
• Maintaining an up-to-date knowledge base of insurance products with Manitoba Public Insurance.
• Partnering with Personal Insurance team members to deliver an outstanding customer service experience.
• Deliver prompt and precise responses to inquiries, addressing issues and providing solutions to fulfill client requirements.
• Ensuring adherence to MPI & EPIC workflows.
• Participating in training and professional development opportunities to enhance skills and industry knowledge.
• Other duties as assigned.

Requirements

• Minimum Level One or Auto Only Manitoba Insurance license is required with IWS certification.
• A minimum of one year of customer service experience is required.
• Familiarity with a Broker Management System, particularly Epic, is preferred.
• Candidates should possess strong prioritization skills and the ability to manage competing demands effectively.
• SRE and Commercial Vehicle knowledge is an asset.
• The individual must be a self-starter, goal-oriented, and a quick learner.
• A strong customer focus and proficient problem-solving skills are necessary.
• Excellent interpersonal and communication skills are required.
• Bilingual proficiency in oral and written communication is an asset, with English as a requirement.