Position Overview
Join our growing team as a Personal Lines Client Advisor. Leverage your organizational skills and people abilities to support clients in insurance inquiries and coverage options.
In this full-time role, you will assist clients with insurance inquiries and guide them through coverage options and claims processes. If you're not a Registered Insurance Broker in Ontario, you'll have the opportunity to become licensed within 3-6 months. Ideal candidates will have at least one year of experience in a related role and proficiency with client management software.
Key Responsibilities:
• Assist clients with insurance-related inquiries compassionately
• Review files and present coverage options for informed decisions
• Navigate claims processes for clients following a loss
• Research and resolve issues, acting as liaison with insurers
• Document all communications in the Broker Management System
Requirements:
• Minimum 1 ...