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Personal Insurance Advisor

Personal Insurance Advisor

Summit Search GroupWinnipeg, MB
15 days ago
Job description

Responsibilities :

  • Provides a high level of customer service in person, by email, fax or over the phone.
  • Maintains a Personal Lines Book of Business of homes, condo’s and tenant’s which includes significant client counseling and following all EPIC workflows.
  • Quoting new Personal lines.
  • Writing new business.
  • Review product, home evaluations and quotes with all clients, preferably 30 days ahead of renewals. Remarket when required, (have client(s) best interest in mind).
  • Report claims and follow up with clients post claims to ensure customer satisfaction, as per ONE guidelines.
  • Works closely with company underwriters as well as customer representatives such as lawyers and realtors.
  • Follow up and document conversations with clients and companies for accounts receivable while adhering to the ONE AR procedure.
  • Transacting Autopac as required.
  • Advice and process clients on Blue Cross or other travel products.
  • Responsible for filing and keeping client files in order.
  • Documentations of all client conversations, attaching emails and quoting process(es).
  • Saturday rotation as required.

Qualifications :

  • Level 2 or 3 Insurance Brokers License with IWS certification
  • High School and / or University degree or diploma is an asset
  • 3-5 years prior experience as an Insurance Broker responsible for a Personal lines BOB
  • 3-5 years of Autopac and SRE experience
  • Significant experience in Customer service including conflict resolution
  • Demonstrated working knowledge of TAM and / or EPIC
  • Effective working skills of MS Word, Excel, Outlook and IWS
  • Be a resource to co-workers for personal lines knowledge.
  • High level of product knowledge
  • A high level of judgment and risk assessment
  • Strong customer service skills with a strong attention to detail
  • Demonstrated ability to communicate effectively both verbally and in writing
  • Demonstrated problem solving, conflict resolution and practical thinking skills
  • Able to deal with customers tactfully and professionally
  • Professional appearance and manners
  • Positive attitude
  • Ability to translate complex information into layman’s terms for customers
  • If you are talented and hardworking, looking for an exciting new challenge, we encourage you to apply for this position.