Personal Insurance Advisor — Growth, Training & Benefits

Insurance Brokers Association of BC; Legnica; On-site; PLN 178,000 - 227,000; Full time

Benefits offered by this job

Competitive base salary + industry-领先佣

Company RRSP matching

Tuition financing and training

Job summary

HUB International in Canada is seeking an Insurance Advisor, Personal Insurance, to advise new and existing clients in the branch on how to best protect their assets with personal insurance. You will build relationships and offer solutions using a diverse selection of insurance products while achieving performance targets.

You will handle renewals, endorsements, cancellations and payments, cross-sell HUB products, and maintain licensing requirements with ongoing learning and development to

Qualifications

• Level 2 General Insurance License required.
• 1-2 years of customer service experience requested.
• Previous insurance experience preferred.

Responsibilities

• Assist clients with home, condo, tenant, and other personal insurance needs
• Build long-lasting relationships with clients and colleagues
• Provide creative, well-informed coverage solutions
• Handle policy renewals, endorsements, cancellations, and payments
• Cross-sell and upsell relevant HUB products
• Perform administrative tasks such as answering phone calls and managing paperwork
• Maintain current knowledge of industry regulations and coverage offerings
• Support commercial lines operations, including managing discrepancies, clearing EPIC activities, and collecting account receivables
• Handle retail auto and commercial auto requests from walk-ins, phone calls, and emails

Skills

Customer service experience

Insurance industry knowledge

Sales aptitude

Education

Level 2 General Insurance License

Job description

HUB International in Canada is seeking an Insurance Advisor, Personal Insurance, to advise new and existing clients in the branch on how to best protect their assets with personal insurance. You will build relationships and offer solutions using a diverse selection of insurance products while achieving performance targets.

You will handle renewals, endorsements, cancellations and payments, cross-sell HUB products, and maintain licensing requirements with ongoing learning and development to