Personal Insurance Advisor

About the role

We are looking for a Personal Insurance Advisor to work out of our Smiths Falls, ON office on a permanent full-time basis and join our growing team!

What you'll do

• Service on‑going client needs, advise on insurance matters, conduct needs assessments, recommend solutions, answer inquiries, conduct care calls and process renewals
• Sell new policies / write new business to existing or new clients, retain existing book of business
• Quote new business through outbound call initiatives, introductory letters and receive walk‑in clients
• Contact underwriters and adjusters to discuss guidelines and policy
• Prepare documentation for insurers, complete applications for clients, issue insurance certificates, process changes and review renewals
• Keep current on underwriting rules and workflow processes
• Actively participate in training initiatives
• Participate in community marketing initiative...