The Position :
We are looking for a Personal Insurance Advisor to join our team and work from our Lacombe and Red Deer, AB office, on a Permanent Full Time Basis.
What the Role Entails :
- 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 receiving walk-in clients
- Contact Underwriters and Adjusters to discuss guidelines and policy
- Prepare documentation for insurers, completing 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 initiatives
The Successful candidate will have :
- If you feel you have the equivalent skills, please apply*
- High School and / or Post-Secondary Education
- Minimum of 2 years sales experience (previous insurance sales experience preferred but not required)
- Level 1 General license is preferred
- Exposure to Epic is an asset
- Strong customer focus
- Demonstrated ability to handle multiple priorities successfully
- Strong analytical and organizational skills
- Excellent verbal and written communication skills
- Ability to pass a criminal background check and credit check preferred
As part of our employee promise, here are some of the many perks of working with us :
- Flexible health and dental insurance benefits package
- Personal Spending amount to invest in your healthy lifestyle
- RRSP - Registered Retirement Savings Plan with Company matching
- ESPP - Employee Share Purchase Plan (TSX : IFC) program with matching aspect
- Dress for your day’, dress according to your daily schedule
- Competitive compensation package with bonus aspect
- Employee discount program, including Apple, Bell, Rogers and more!
- Paid Time Off in the form of : Personal days, Volunteer days, Exam / Study Time, Jury Duty and starting at 3 weeks of vacation per year!
- Working for an employer who is regularly recognized as one of Canada’s best employers such as Kincentric 2022
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