Personal Insurance Advisor, Service

Job summary

The Personal Insurance Advisor is responsible for providing expert risk management advice and delivering superior service to high-value clients. They manage account documentation, negotiate terms with underwriters, and collaborate with team members to ensure accurate billing and adherence to company workflows.

Job details

Navacord is one of Canada’s largest insurance, group benefits and pension providers. Our goal is to provide our clients with expert advice in risk management, employee wellbeing and insurance. With multiple locations across Canada, we take pride in our ability to attract exceptional talent and build top performing teams who deliver the best results for our clients. Navacord invests time to understand our clients, reducing their total cost of risk, and helping them build stronger organizations. THE ROLE The Personal Insurance Advisor is an expert advisor responsible for servicing clients in a courteous and professional manner. These clientele may be principals of Navacord’s commercial accounts or have prominent business and community affiliation. The Personal Insurance Advisor maintains extensive knowledge of various insurance products and collaborates with team members to ensure a superior customer service experience. As an Personal Insurance Advisor, you are an Operator, patient, conscientious, relaxed and cooperative team worker. You are; Affable, approachable, accommodating, and detail-oriented Highly tolerant for systematic work Respectful and accepting of others’ decisions. WHAT YOU’LL DO: Delivering “best in class” additional services to clients. Additional services would be defined as those “above and beyond” normal transactional services provided to personal lines clients; Participation in growth initiatives on behalf of the Personal Insurance department; Liaise with company underwriters to negotiate best terms for our clients when required; Ensure that strong, long-term customer relationships are created by providing value added services; Maintain a current knowledge base of insurance products and services with various insurance companies, including regular, non-standard, and relevant markets; Working with Personal Insurance team members to provide exceptional customer service experience; Works closely with Advisors on all aspects of client service, marketing, and renewal while adhering to Navacord’s best practices and standard procedures; Work closely with the Account Assistant’s to ensure timelines are being met and to review accuracy of documentation; Manage account documentation (i.e., routine inquires, quotes, insurance contracts, endorsements, cancellations, etc.) Review client’s current coverage and exposures, loss experience and analyze risk to determine the product/service requirements when required; Ensure EPIC workflows are followed including maintaining and updating custom forms; Ensure accurate and timely servicing and billing of accounts; Participate in training and professional development courses to enhance skills and industry knowledge; Other duties as assigned. WHAT WE REQUIRE: 2 to 4 years of personal lines experience and EPIC brokerage software preferred; Level 2 General Insurance license strongly preferred; Completed or working towards C.I.P. or C.A.I.B. designation; Solid mentorship skills and teaming capability; the ability to lead and motivate, delegate, and rally colleagues; A well-defined sense of diplomacy and business acumen with a focus on customer service and the overall client experience; Skill in analysis, problem solving, critical thinking, decision making, teamwork, communication, innovation, and adaptability; Advanced skills in Microsoft Office Suite and internal Broker Management Systems (EPIC). Navacord is actively committed to supporting diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply.

What you’ll do

The Personal Insurance Advisor is responsible for providing expert risk management advice and delivering superior service to high-value clients. They manage account documentation, negotiate terms with underwriters, and collaborate with team members to ensure accurate billing and adherence to company workflows.

Requirements

Candidates should have 2 to 4 years of personal lines insurance experience and proficiency with EPIC brokerage software. A Level 2 General Insurance license is strongly preferred, along with progress toward C.I.P. or C.A.I.B. designations.

Benefits

• Professional development
• Training

Listed skills

• Risk Management · Preferred
• Customer service · Preferred
• Account Management · Preferred
• Negotiation · Preferred
• Critical Thinking · Preferred
• Problem solving · Preferred
• Decision Making · Preferred
• Teamwork · Preferred
• Communication · Preferred
• adaptability · Preferred
• Microsoft Office Suite · Preferred
• Mentorship · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Insurance products
• Risk management
• Customer service
• Account management
• Negotiation
• EPIC brokerage software
• Documentation management
• Critical thinking
• Problem solving
• Decision making
• Teamwork
• Communication
• Adaptability
• Microsoft Office Suite
• Mentorship
• Business acumen
• Professionalism
• Workflow Management
• Diplomacy
• Conscientiousness
• Underwriting
• Billing
• Brokerage
• Business Acumen
• Decision Making
• Customer Service
• Value-Added Services
• Critical Thinking
• General Insurance
• Marketing
• Innovation
• Problem Solving
• Risk Management
• Microsoft Office
• Detail Oriented

Job areas

• Finance & Accounting
• Customer Service & Support
• Management & Leadership
• Administrative
• Personal Insurance Advisor
• Insurance Customer Service Representative
• Insurance Representatives
• Customer Service Representatives

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