Remote Personal Lines Insurance Advisor | Grow Client Relationships

NEPSE Trading

Canada

Remote

CAD 51,000 - 54,000

Full time

14 days+
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Benefits offered by this job

Flexible paid Values Days
Paid Volunteer Days
Total rewards program

Job summary

Westland Insurance Group Ltd in Canada is seeking an Insurance Advisor to join our MyGroup team in Ontario on a fully remote basis. You will promote personal lines products, manage client relationships, and help grow our presence in the local community.

The ideal candidate holds a valid RIBO license with 3+ years of industry experience, can work independently to meet production targets, and is comfortable using insurer portals to process policies and endorsements.

Qualifications

  • Minimum 3 years RIBO license.
  • Strong knowledge of personal lines insurance products and underwriting principles.
  • Effective team collaborator who supports peers and contributes to team success.
  • Building authentic client relationships comes naturally to you.
  • Master time manager who can prioritize workload while demonstrating confidentiality and discretion.
  • Self-starter mentality with the ability to meet production targets while working independently.
  • Experience using insurer portals and related systems.
  • At least 3 years of industry experience.

Responsibilities

  • Work with clients to uncover their insurance needs, identify opportunities, and provide recommendations based on your knowledge of coverage and underwriting principles.
  • Practice excellent customer service and prioritize client relationship management by actively listening to queries and concerns.
  • Develop new business through cross-selling, upselling, referrals, and securing ex-dates.
  • Review renewals on a timely basis while maintaining strong retention levels.
  • Process policy changes and endorsements accurately through various company portals.
  • Support clients through the claims process while communicating accurate information to claims teams.
  • Collaborate with a supportive team to reach organizational goals.

Skills

RIBO license
Personal lines knowledge
Client relationships
Time management
Confidentiality
Independent work
Insurer portals experience

Tools

Insurer portals

Job description

Westland Insurance Group Ltd in Canada is seeking an Insurance Advisor to join our MyGroup team in Ontario on a fully remote basis. You will promote personal lines products, manage client relationships, and help grow our presence in the local community.

The ideal candidate holds a valid RIBO license with 3+ years of industry experience, can work independently to meet production targets, and is comfortable using insurer portals to process policies and endorsements.

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