Personal Insurance Advisor
B
BrokerLink
📍 western alberta (jasper), ab, Canada
Job Description
Personal Insurance Advisor
Location:
Stony Plain branch
Employment Type:
Permanent Full Time Basis
What the Role Entails:
Service on‑going client needs, advise on insurance matters, conduct needs assessment, recommend solutions, answer inquiries, conduct care calls and process renewals
Sell new policies/write new business to existing or new clients, retain existing book of business
Contact Underwriters and Adjusters to discuss guidelines and policy
Prepare documentation for insurers, completing 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
Benefits:
Flexible health and dental insurance benefits package
Personal Spending amount to invest in your healthy lifestyl...
Location:
Stony Plain branch
Employment Type:
Permanent Full Time Basis
What the Role Entails:
Service on‑going client needs, advise on insurance matters, conduct needs assessment, recommend solutions, answer inquiries, conduct care calls and process renewals
Sell new policies/write new business to existing or new clients, retain existing book of business
Contact Underwriters and Adjusters to discuss guidelines and policy
Prepare documentation for insurers, completing 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
Benefits:
Flexible health and dental insurance benefits package
Personal Spending amount to invest in your healthy lifestyl...