Client Advisor, Personal Insurance

Client Advisor, Personal Insurance

The Client Advisor, Personal Insurance, is dedicated to servicing the needs of our personal insurance clientele. In addition, they will successfully manage and grow a specific book of business. Other duties include reviewing existing policy renewals, generating new business, file reviews, cross‑selling our products and services, facilitating policy changes, claims reporting and advocacy.

Location and Status

• Full‑time, permanent

Qualifications

• 3+ years of related experience in the insurance industry with a strong working knowledge of personal insurance products
• Minimum Level 1 Alberta General Insurance License, with the willingness to obtain Level 2 within the first 3 months of employment
• CIP designation or working towards this is considered an asset
• Post‑secondary degree/diploma/certificate in Business, Sales/Marketin...