insurance advisor

Huestis Insurance Group; Town of Kensington; On-site; CAD 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a dedicated insurance professional to join their team. This role involves establishing client insurance coverage, monitoring claims, and providing exceptional customer service across various insurance products. You will thrive in a dynamic office environment, collaborating with clients to identify their needs and deliver tailored solutions. With a focus on personal growth and professional development, this position offers a supportive atmosphere where your contributions will be valued. If you are a quick learner with a client-focused mindset, this opportunity is perfect for you.

Benefits

Dental plan

Disability benefits

Health care plan

Paramedical services coverage

Vision care benefits

Group insurance benefits

Life insurance

Registered Retirement Savings Plan (RRSP)

Free parking available

Learning/training paid by employer

Qualifications

• Membership in the Insurance Brokers Association of Canada is required.
• Provincial or territorial license is necessary for practice.

Responsibilities

• Establish client insurance coverage and monitor claims.
• Sell various types of insurance and provide customer service.
• Manage accounts receivable and perform administrative tasks.

Skills

Client focus

Excellent oral communication

Excellent written communication

Time management

Attention to detail

Ability to multitask

Education

College/CEGEP

Job description

Overview

Languages

English

Education

• College/CEGEP
  
  

Experience

Experience an asset

On site

Work must be completed at the physical location. There is no option to work remotely.

Work setting

• Office
• E-learning (online learning)
  
  

Responsibilities

Tasks

• Establish client insurance coverage
• Monitor insurance claims and respond to clients' enquiries
• Provide customer service
• Sell automobile, fire, health, life, property, marine, aircraft and other types of insurance
• Review quotations
• Review individual and group applications for insurance
• Perform administrative tasks
• Manage accounts receivable
• Manage difficult situations with customers
• Describe points of interest, answer questions and supply information
• Document work completed
• Work with on-line accounts and systems
• Identify customers’ needs
• Develop specific plans to prioritize
  
  

Supervision

• No supervision responsibility
  
  

Credentials

Certificates, licences, memberships, and courses

• Membership in the Insurance Brokers Association of Canada
• Provincial or territorial licence
  
  

Experience and specialization

Insurance experience

• Property/casualty insurance
• Automobile insurance
• Fire insurance
• House insurance
• Personal
• Tenant insurance
• Travel insurance products
  
  

Additional information

Security and safety

• Bondable
• Criminal record check
  
  

Transportation/travel information

• Own transportation
  
  

Work conditions and physical capabilities

• Tight deadlines
• Attention to detail
• Sitting
• Work under pressure
• Ability to work independently
  
  

Personal suitability

• Client focus
• Efficient interpersonal skills
• Excellent oral communication
• Excellent written communication
• Flexibility
• Judgement
• Organized
• Reliability
• Team player
• Ability to multitask
• Quick learner
• Time management
  
  

Benefits

Health benefits

• Dental plan
• Disability benefits
• Health care plan
• Paramedical services coverage
• Vision care benefits
  
  

Financial benefits

• Bonus
• Group insurance benefits
• Life insurance
• Registered Retirement Savings Plan (RRSP)
  
  

Other Benefits

• Free parking available
• Learning/training paid by employer
• Paid time off (volunteering or personal days)