Insurance Client Advisor — Quotes, Policies & Renewals

Brown & Brown; Southwestern Ontario; On-site; CAD 45,000 - 60,000; Full time

Job summary

A leading insurance firm in Waterloo, Ontario is looking for a Customer Sales & Service Representative to manage client accounts and deliver insurance solutions. The ideal candidate will have over 2 years of experience in the insurance industry and a RIBO license. This role focuses on fostering strong client relationships and assisting in policy renewals. Cultural inclusivity is prioritized within the firm.

Qualifications

• Experience in managing client accounts and servicing insurance clients.
• Ability to create, edit, and merge documents in Word and Excel.
• RIBO License required.

Responsibilities

• Manage daily servicing of assigned book of business, including quoting and policy processing.
• Build relationships with clients to improve retention.
• Assist in the renewal process and compliance checks.

Skills

2+ years’ experience in the insurance industry

Proficient knowledge in Microsoft Windows environment

Proficient knowledge of office equipment

Job description

A leading insurance firm in Waterloo, Ontario is looking for a Customer Sales & Service Representative to manage client accounts and deliver insurance solutions. The ideal candidate will have over 2 years of experience in the insurance industry and a RIBO license. This role focuses on fostering strong client relationships and assisting in policy renewals. Cultural inclusivity is prioritized within the firm.