Personal Insurance Advisor: Expert Guidance and Client …, Markham

Advance your career as a Personal Insurance Advisor, ensuring clients receive expert advice and unparalleled support. Be part of an inclusive environment that values professionalism and customer focus.

This full-time role prioritizes client relationships through consistent service and insurance expertise. You’ll advise clients on their insurance needs, process renewals, and create new policies. Additionally, you will work closely with underwriters to review policies and ensure compliance, all while contributing to community marketing efforts.

Key Responsibilities:• Address client inquiries and conduct detailed assessments • Write new policies and retain current client accounts • Prepare and issue necessary insurance documentation • Keep up-to-date with underwriting workflows • Actively engage in team training and development

Requirements:• High school or post-secondary education needed • Must have previous insurance experience • RIBO license is preferred • Exposure to Epic software is a plus • Exceptional organizational and verbal skills essential

Become a key player in delivering quality insurance solutions and fostering positive client experiences within our supportive team. #J-18808-Ljbffr