Client Advisor, Personal Insurance
On-siteFort McMurray, Alberta, Canada
Fort McMurray, Alberta, CanadaOn-siteFull Time
Full Time
Job Summary
Facilitate policy changes, claims reporting, and advocacy while managing and growing a specific book of business for personal insurance clientele. Review existing renewals, generate new business, conduct file reviews, and cross-sell products. Maintain a strong working knowledge of personal insurance products and utilize customer relationship software to meet tight deadlines in a busy environment. Located in Fort McMurray, AB, this full-time permanent role requires an Alberta Level 1 General Insurance License and 2+ years of industry experience.
Required Qualifications
- 2+ years of related experience in the insurance industry
- strong working knowledge of personal insurance products
- Minimum of Alberta Level 1 General Insurance License
- ability to obtain Level 2
Desired Qualifications
- CIP designation
- working towards CIP designation
- Post-secondary degree/diploma/certificate in Business
- Post-secondary degree/diploma/certificate in Sales/Marketing
- Post-secondary degree/diploma/certificate in Risk Management
- equivalent amount of relevant experience in a similar role
- High degree of professionalism
- integrity
- Superior communication skills
- Committed to excellence in customer service
- ability to build strong relationships at all levels
- Skilled user of the Microsoft Office Suite of products
- Familiar with insurance customer relationship software
- Demonstrated accountability
- reliability in the quality and timeliness of work
- ability to prioritize in a busy environment
- ability to meet tight deadlines
- Flexible and adaptable
- proven problem-solving skills
- ability to work well within a team
- ability to work independently
- Critical thinking
- attention to details
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