Personal Insurance Advisor - Hybrid Growth & Renewal

Waypoint; Parksville; Hybrid; CAD 45,000 - 70,000; Full time

Job summary

A regional insurance firm in Parksville is seeking an Advisor for Personal Insurance to drive revenue growth through effective customer management and service strategies. Responsibilities include policy renewals, risk assessment, and maintaining high standards in customer information management. The ideal candidate has at least 1 year of Auto Insurance experience and strong analytical and communication skills. This role offers a base salary range of $45K to $70K per year, with a hybrid working model option.

Qualifications

• Minimum of 1 year of Auto Insurance experience.
• Excellent verbal and written communication abilities.
• Strong analytical skills to make informed decisions.
• Detail-oriented for policy reviews.
• Proficiency in using insurance management software.

Responsibilities

• Achieves annual sales targets through effective customer management.
• Renew policies by reviewing current coverages and making recommendations.
• Maintain customer information and process policy adjustments.
• Collaborates with departments and external stakeholders.
• Support ongoing training and personal development.

Skills

Auto Insurance experience

Analytical skills

Communication abilities

Relationship building

Problem-solving

Tools

EPIC

Microsoft Office Suite

Job description

A regional insurance firm in Parksville is seeking an Advisor for Personal Insurance to drive revenue growth through effective customer management and service strategies. Responsibilities include policy renewals, risk assessment, and maintaining high standards in customer information management. The ideal candidate has at least 1 year of Auto Insurance experience and strong analytical and communication skills. This role offers a base salary range of $45K to $70K per year, with a hybrid working model option.