Personal Insurance Advisor

Jobtailor; Oakville; On-site; USD 35,661 - 49,925; Full time

Job summary

Jobtailor in Canada is seeking a Personal Insurance Advisor to advise on insurance matters, conduct needs assessments, and quote new business for existing or new clients. You will process renewals, issue certificates, and maintain strong client relationships while coordinating with underwriters and adjusters.

A RIBO license or willingness to obtain one is required, bilingual English/French is an asset, Epic experience is a plus, and strong analytical and organizational skills are essential for

Qualifications

• Minimum 1 year of Personal Insurance experience preferred.
• RIBO License or willingness to obtain.
• Bilingual English/French is an asset.
• Exposure to Epic is an asset.
• Strong customer focus and ability to manage multiple priorities.

Responsibilities

• Advise on insurance matters and conduct needs assessments.
• Recommend solutions and quote new business for existing or new clients.
• Process renewals and issue insurance certificates.
• Maintain client retention and handle inquiries with a service mindset.
• Coordinate with underwriters and adjusters to discuss guidelines and policies.
• Prepare documentation for insurers and complete applications.
• Participate in community marketing initiatives and ongoing training.

Skills

Customer focus

Multi-tasking

Analytical skills

Verbal communication

Written communication

Organizational skills

Bilingual EN/FR

Education

RIBO License

Tools

Epic

Job description

• Service on-going client needs
• Advise on insurance matters
• Conduct needs assessment
• Recommend solutions
• Answer inquiries
• Conduct care calls
• Process renewals
• Sell new policies/write new business to existing or new clients
• Retain existing book of business
• Quote new business through outbound call initiatives, introductory letters and receive walk-in clients
• Contact Underwriters and Adjusters to discuss guidelines and policy
• Prepare documentation for insurers
• Complete applications for clients
• Issue insurance certificates
• Process changes and review renewals
• Keep current on underwriting rules and workflow processes
• Actively participate in training initiatives
• Participate in community marketing initiatives
• Process Account Receivable activities
• Provide guidance and assistance as requested

Requirements

• Minimum 1-year Personal Insurance experience preferred
• RIBO License or willing to obtain
• Bilingualism (English/French) is an asset
• Exposure to Epic is an asset
• Strong customer focus
• Demonstrated ability to handle multiple priorities successfully
• Strong analytical and organizational skills
• Excellent verbal and written communication skills

Core Competencies

Demonstrates expertise in personal insurance, including client needs assessment, policy recommendations, and documentation preparation. Proficient in managing client relationships and maintaining a strong customer focus while handling multiple priorities.

Highest-signal resume keywords

• Personal Insurance Experience
• RIBO License
• Bilingualism (English/French)
• Strong Customer Focus
• Analytical Skills

ATS Optimization Keywords

Hard Skills

• Needs Assessment
• Policy Recommendations
• Documentation Preparation
• Application Completion
• Renewal Processing
• Account Receivable Activities
• Insurance Certificate Issuance
• Outbound Call Initiatives
• Client Retention
• Policy Quoting

Soft Skills

• Verbal Communication
• Written Communication
• Organizational Skills
• Ability to Handle Multiple Priorities

Certifications & Qualifications

• RIBO License

Industry Keywords

• Insurance
• Underwriting Rules
• Community Marketing Initiatives
• Client Inquiries
• Care Calls

Tools & Technologies

• Epic