Job Description
About the role
We are looking for a Personal Insurance Advisor to join our growing team in Red Deer, AB. Responsibilities
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 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 Qualifications
Minimum 1‑year personal insuranc...
We are looking for a Personal Insurance Advisor to join our growing team in Red Deer, AB. Responsibilities
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 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 Qualifications
Minimum 1‑year personal insuranc...