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Personal Insurance Specialist (Retention Team)

Job Summary
  • Brokerage Name:
    Waypoint Insurance Services Inc.
  • Approximate Salary: Negotiable
  • Region: Vancouver Island
  • Location: 201-3749 Shelbourne St, Victoria, BC
  • Country:
  • Category: Personal Lines Representative
  • Position Type: Full-Time
  • Experience Level:
  • Education Level: Level One Licensee
  • Advertised: 01-02-2023
  • Closing Date: 27-02-2023
  • Job ID: 8116
  • Click here to find more jobs posted by this employer
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 Role and Responsibilities

As part of the Retention Team, you will focus on managing the Personal Insurance policy renewal cycle for current Waypoint clients while also responding to inbound queries and providing service to existing policyholders mid-term. The ideal is a driven Insurance professional, dedicated to delivering amazing client experiences through the consultative selling of Waypoint’s products and services, with a key focus on all forms of Personal Lines business. 

This position may be offered as a remote role and will be evaluated on a case-by-case basis.


About You

  • High degree of professionalism and integrity
  • Critical thinker with strong sense of urgency, ability to prioritize and multi-task
  • Persuasive attitude and excellent customer relationship skills
  • Strong conflict resolution skills
  • Ability to remain calm and professional in stressful situations
  • Advanced communication and interpersonal skills
  • Empathy and patience
  • Advanced organizational skills
  • Minimum Level 1 license
  • Computer skills, including fluency in Microsoft Excel, Outlook and Word


Key Responsibilities Include

  • Renews policies while reviewing current coverages and making recommendations based on client’s individual needs
  • Reviews product terms and conditions including, but not limited to, coverages, limits and exclusions to prevent errors and omissions 
  • Collaborates with Waypoint’s PL Support Team and other domestic insurers and MGA’s
  • Meets all retention targets, Waypoint standards and underwriting guidelines 
  • Updates client information and insurance policy details in applicable systems 
  • Processes endorsements and cancellations for insurance, and additional products and services 
  • Through active listening and investigative skills resolves potential problem renewals
  • Remarket renewals as per Waypoint policies and client needs
  • Processes payments and follow-up on outstanding payments 
  • Issues renewal, endorsements and cancellations for insurance policies, and additional products and services 
  • Identify client needs and gaps in coverages including opportunities for cross-selling
  • Meets all required processing standards for storage, retrieval, confidentiality, accuracy and timeliness 
  • Maintains a working knowledge of all insurance manuals, best practices, standards, policies and systems 

 Send your resume and cover letter to Parm Sandhu at  

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