
Personal Insurance Advisor
- Ottawa, ON
- Permanent
- Temps-plein
- Flexible health and dental insurance benefits package
- Personal Spending amount to invest in your healthy lifestyle
- RRSP - Registered Retirement Savings Plan with Company matching
- ESPP - Employee Share Purchase Plan (TSX:IFC) program with matching aspect
- ‘Dress for your day’, dress according to your daily schedule
- Competitive compensation package with bonus aspect
- Employee discount program, including Apple, Bell, Rogers and more!
- Paid Time Off in the form of: Personal days, Volunteer days, Exam/Study Time, Jury Duty and starting at 3 weeks of vacation per year!
- Working for an employer who is regularly recognized as one of Canada’s best employers such as Kincentric 2024
- Provide service for on-going client needs, advise on insurance matters, conduct needs assessments, recommend solutions, answer inquiries, conduct care calls and process renewals
- Professionally handle phone inquiries and provide exceptional customer service in a structured call centre setting, resolving issues promptly
- Sell new policies and generate new business for existing or new clients, while retaining the existing book of business
- Contact Underwriters and Adjusters to discuss guidelines and policies
- Prepare documentation for insurers, complete client applications, issue insurance certificates, process changes and review renewals
- Stay updated on underwriting rules and workflow processes.
- Actively engage in training initiatives and participate in community marketing activities.
- High School and or Post-Secondary Education
- Minimum 1-year Personal Insurance experience preferred
- RIBO License preferred
- Exposure to Epic is an asset
- Strong customer focus
- Demonstrated ability to handle multiple priorities successfully
- Strong analytical and organizational skills
- Excellent verbal and written communication skills in both English and French is preferred
- Ability to pass a criminal background check and credit check