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Personal Insurance Associate
Personal Insurance AssociateHub International Insurance • Kelowna, British Columbia, Canada
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Personal Insurance Associate

Personal Insurance Associate

Hub International Insurance • Kelowna, British Columbia, Canada
30+ days ago
Job type
  • Full-time
Job description

Hi were HUB! We are proud to be ranked 5th among the worlds largest insurance brokerages where we advise businesses and individuals on how to reach their goals. When you partner with us youre at the center of a vast network of risk insurance employee benefits retirement and wealth management specialists that bring clarity to a changing world with tailored solutions and unrelenting advocacy so youre ready for tomorrow.

What makes us different than all the rest

Our Vision: To be everywhere risk exists today and tomorrow. Helping protect what matters most.

Our Mission: To protect and support the aspirations of individuals families and businesses. To empower our employees to learn grow and make a difference in their communities.

Our Core Values:

  • Entrepreneurship: We encourage innovation and educated risk-taking.

  • Integrity: We do the right thing every time.

  • Teamwork: We work together to maximize results.

  • Accountability: We measure and take responsibility for outcomes.

  • Service: We serve customers communities and colleagues.

Why Join HUB

  • An exceptional and welcoming company culture.

  • Excellent compensation benefits RRSP match and company perks.

  • Paid educational training and vast learning opportunities.

  • Room for advancement and growth within the organization.

  • A company that gives back and is active in the community.

We believe in our people they are the best in the industry! We encourage and support each other and want to see our people grow. With this we have implemented many leadership development programs and support career advancement! If you are a lifelong learner looking for an advancing and rewarding career please read further to see what this job entails.

The Role: Personal Insurance Advisor

Summary of Position

Through this role you will be serving clients in all of their personal insurance needs. Your primary focus will be on sales and service of new and renewal habitational travel and automobile insurance. You will be intended to maintain a high level of client focus and experience.

Responsibilities

Depending on branch needs responsibilities may include the following:

  • Sales and service of all types of Personal Insurance (habitational travel automobile)

  • Follow through on leads assigned to the retail branch & generate leads for other divisions

  • Contact clients on renewal and ensure policies are processed and issued accurately and in a timely manner

  • Accounts receivable management

  • Update client information as changes occur and provide policy and coverage advice to clients upon request or inquiry

  • Ensure that all processing and administrative responsibilities are completed accurately and that the clients needs are served with an appropriate sense of urgency

  • Handle and resolve client concerns in a positive proactive fashion

  • Achieving sales and retention goals

  • Maintaining a high level of knowledge in all of our Personal Lines and Auto products our systems and procedures and competitors products

  • Committed to remaining connected to HUB International in the bigger picture and understanding the mission values and goals of HUB

  • Ensure compliance with all insurance company Insurance Council of BC and Privacy Act rules and regulations

  • Other duties and responsibilities as assigned and needed

Qualifications

  • Level 2 General Insurance License or willing to obtain

  • Minimum 1 year Personal Insurance experience

  • Demonstrated abilities in providing exceptional client service

  • Strong communication skills (verbal & written)

  • Sales initiative and drive

  • Experience underwriting and binding in-house habitational insurance product an asset

  • Industry designation an asset but is not required (CIP CAIB CRM General Insurance & Risk Management Diploma)

The employment offer is contingent uponcompletionof asuccessful background check.

Would you like to know more about this opportunity and others We invite you to learn more about our team at .

#LI-POST

Department Sales

Required Experience: Less than 1 year of relevant experience

Required Travel: No Travel Required

We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process please contact the recruiting team. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.


Required Experience:

IC


Key Skills
Business Continuity Planning,Hair And Beauty,Advocacy,Food & Beverage,Backend
Employment Type : Full-Time
Experience: years
Vacancy: 1
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Personal Insurance Associate • Kelowna, British Columbia, Canada

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