We are looking for a Personal Insurance Advisor to work in our Kentville, NS office on a permanent full-time basis and join our growing team.
Responsibilities
Service on-going client needs, advise on insurance matters, conduct needs assessment, 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