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As an Personal Insurance Advisor, you will be serving clients in all of their personal insurance needs. Your primary focus will be on sales and service of new and renewal habitational, travel, and automobile insurance. You will be intended to maintain a high level of client focus and experience.
Depending on branch needs, responsibilities may include the following:
Sales and service of all types of Personal Insurance (habitational, travel, automobile)
Follow through on leads assigned to the retail branch & generate leads for other divisions
Contact clients on renewal and ensure policies are processed and issued accurately and in a timely manner
Accounts receivable management
Update client information as changes occur and provide policy and coverage advice to clients upon request or inquiry
Ensure that all processing and administrative responsibilities are completed accurately, and that the client’s needs are served with an appropriate sense of urgency
Handle and resolve client concerns in a positive proactive fashion
Achieving sales and retention goals
Maintaining a high level of knowledge in all of our Personal Lines and Auto products, our systems and procedures, and competitors’ products
Committed to remaining connected to HUB International in the bigger picture and understanding the mission, values and goals of HUB
Ensure compliance with all insurance company, Insurance Council of BC, and Privacy Act rules and regulations
Other duties and responsibilities as assigned and needed
Level 2 General Insurance License, or willing to obtain
Minimum 1 year Personal Insurance experience
Demonstrated abilities in providing exceptional client service
Strong communication skills (verbal & written)
Sales initiative and drive
Experience underwriting and binding in-house habitational insurance product an asset
Industry designation an asset, but is not required (CIP, CAIB, CRM, General Insurance & Risk Management Diploma)
The employment offer is contingent upon completion of a successful background check.
Why Join HUB?
An exceptional and welcoming company culture.
Excellent compensation, benefits, RRSP match and company perks.
Paid educational training and vast learning opportunities.
Room for advancement and growth within the organization.
A company that gives back and is active in the community.
Would you like to know more about this opportunity and others? We invite you to learn more about our team at www.hubinternational.com.
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