Insurance Advisor: Grow Your Book & Help Clients

Insurance Brokers Association of BC; Legnica; On-site; PLN 60,000 - 90,000; Full time

Job summary

Insurance Brokers Association of BC is seeking an Insurance Advisor to be the first point of contact for clients, providing daily support for walk-ins and calls, and advising on Personal and Commercial insurance needs.

The role focuses on maintaining relationships, developing new business, processing renewals, and assisting clients through claims while upholding trust and confidentiality.

Qualifications

• High School graduate.
• Insurance Broker level 2.
• Epic experience.
• Previous insurance experience required.
• A natural ability at building authentic client relationships and functioning as part of a team.
• High level of motivation, excellent time management skills, and being versatile.
• Demonstrate the ability to uphold confidentiality and to exercise discretion.
• Strong work ethic while maintaining your ability to have fun on the job.
• Knowledge of an additional language considered an asset.

Responsibilities

• Provide daily support for regular walk in and phone serviced ICBC clientele.
• Engage with clients to determine their Personal and Commercial insurance needs and provide advice to ensure the best coverage.
• Maintain and manage a book of business and strong client relationships through proactive contact via phone and email.
• Develop new business opportunities by securing expiry dates and cross-selling.
• Manage and process renewals on a timely basis and maintain high levels of client retention.
• Support clients in the claims process.

Education

High School graduate

Insurance Broker level 2

Job description

Insurance Brokers Association of BC is seeking an Insurance Advisor to be the first point of contact for clients, providing daily support for walk-ins and calls, and advising on Personal and Commercial insurance needs.

The role focuses on maintaining relationships, developing new business, processing renewals, and assisting clients through claims while upholding trust and confidentiality.