Personal Lines CSR - Westland Digital (Alberta or Ontario Remote)
Westland Insurance
Surrey, BC, CA
10h ago

What we offer :

  • Competitive base salary
  • Comprehensive medical and dental benefits
  • Diverse mix of staff and demonstrated work / life balance
  • Career growth opportunities and continuing education programs
  • The opportunity :

    The Insurance Advisor (Personal Lines CSR) will bring together strong technical skills and insurance knowledge to support the team and our clients in assessing and fulfilling their insurance needs.

    You are essential in helping achieve the goals of the company and partner organizations. You demonstrate confidence in problem solving and underwriting while continuously expanding your insurance knowledge.

    You are proactive in taking on more responsibilities while developing your skills to work independently.

    In this role you will :

  • Communicate with prospects and clients via email and phone to determine the best coverage and provide excellent customer service
  • Build and maintain strong client relationships
  • Develop new business opportunities by binding new policies, securing expiry dates and cross and up selling personal insurance products
  • Support clients in the claims process
  • Manage and review policy renewals in a timely basis in order to maintain high levels of client retention
  • Employ expertise in the use of software and applications to issue and renew policies
  • Collaborate with co-workers and managers to develop positive and effective office procedures
  • Work in a steady-paced, growing environment
  • Here’s what you bring :

  • Alberta Level 1 General Insurance License OR RIBO License
  • Minimum 1 year insurance broker experience
  • Grade 12, plus one year of formal education preferred
  • Strong knowledge of personal lines insurance products and coverages
  • Committed to professional development, ideally working towards CAIB or CIP designation
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