Personal Lines Insurance Advisor - Coquitlam

Personal Lines Insurance Advisor

Coquitlam, BC | In-Office | Full-Time

This role involves delivering tailored insurance solutions to clients and managing personal lines policies, with a focus on client consultation, policy development, and business growth.

Key Responsibilities

• Client Consultation and Policy Development:
  • Engage with clients to assess personal insurance needs and provide expert advice on coverage options.
  • Develop and present personalized policies that align with clients’ requirements and financial considerations.
• Policy Management and Client Support:
  • Oversee administration of new policies, renewals, and adjustments, ensuring compliance with industry regulations and company standards.
  • Provide ongoing support, address inquiries, process claims, and maintain accurate records.
• Sales and Business Development:
  • Id...