Senior Insurance Advisor, Personal Lines

Job summary

The Insurance Advisor will promote and educate clients on insurance products while managing complex cases and building local community presence. They are responsible for processing policy changes, handling renewals, and supporting clients through the claims process.

Job details

The Insurance Advisor will promote and educate clients on insurance products while managing complex cases and building local community presence. They are responsible for processing policy changes, handling renewals, and supporting clients through the claims process. Candidates must hold a valid RIBO license with at least 3 years of industry experience. Strong knowledge of personal lines insurance products and underwriting principles is required.

What you’ll do

The Insurance Advisor will promote and educate clients on insurance products while managing complex cases and building local community presence. They are responsible for processing policy changes, handling renewals, and supporting clients through the claims process.

Requirements

Candidates must hold a valid RIBO license with at least 3 years of industry experience. Strong knowledge of personal lines insurance products and underwriting principles is required.

Benefits

• Total rewards program
• Flexible paid values days
• Paid volunteer days
• Flexible workplace

Listed skills

• Time management · Preferred
• Customer service · Preferred
• Team Collaboration · Preferred
• Upselling · Preferred
• Client Relationship Management · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Personal lines insurance
• Underwriting principles
• Client relationship management
• Customer service
• Cross-selling
• Upselling
• Policy management
• Claims support
• Time management
• Confidentiality
• Discretion
• Team collaboration
• Insurer portals

Job areas

• Finance & Accounting
• Customer Service & Support
• Sales

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