Entry Level Insurance Advisor
Broker Link
Sudbury, ON, CAN
4d ago

Primary 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
  • May be required to work extended hours and occasional Saturdays
  • Skills and Experience :

  • High School and / or Post Secondary Education
  • Minimum of 2 years sales experience (previous insurance sales experience preferred but not required)
  • RIBO Licensed or willing to obtain
  • Exposure to EPIC is an asset
  • Strong customer focus
  • Demonstrated ability to handle multiple priorities successfully
  • Strong analytical and organizational skills
  • Flexible and works well in team environment
  • Excellent verbal and written communication skills
  • Apply
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