Insurance Client Services Expert

Become an Insurance Client Services Expert, specializing in personal lines insurance. Deliver excellent service by advising clients, cross-selling, and ensuring their insurance needs are met promptly.
This role requires a strong foundation in personal lines insurance along with effective communication skills. You will actively engage in client interactions, assess risks, and provide tailored coverage recommendations. Keeping updated with industry regulations and underwriting guidelines is vital in this position.
Key Responsibilities:
• Sell and cross-sell personal insurance solutions to clients
• Provide comprehensive service across all client communications
• Analyze client needs and recommend insurance coverage
• Maintain accurate client records in the BMS system
• Collaborate with insurance providers on policy amendments
Requirements:
• Must hold an Alberta General Level 1 insurance license
• 1-2 years personal lines experience is a plus
• Strong pro...