Client Advisor, Personal Insurance

CLIENT ADVISOR, PERSONAL INSURANCE

The Client Advisor, Personal Insurance, is dedicated to servicing the needs of our personal insurance clientele. In addition, they will successfully manage and grow a specific book of business. Other duties include reviewing existing policy renewals, generating new business, file reviews, cross selling our products and services, facilitating policy changes, claims reporting and advocacy.

LOCATION AND STATUS

• Kingston, ON
• Full-time, permanent

Key responsibilities include, but are not limited to:

• Serve as the primary point of contact for clients, addressing ongoing needs and advising on insurance matters.
• Conduct comprehensive needs assessments and recommend appropriate insurance solutions.
• Respond to client inquiries, providing timely and accurate information.
• Conduct care calls and manage policy...