PI Advisor II

About the Role

We have an opening for an experienced Personal Insurance Advisor to work in the Sydney, NS office on a permanent full‑time basis and join our growing team. You must hold an insurance license to be qualified for this role.

What You’ll Do Here

• Service on‑going client needs, advise on insurance matters, conduct needs assessment, recommend solutions, answer inquiries, conduct care calls and process renewals.
• Sell new policies/write new business to existing or new clients, retain existing book of business.
• Quote new business through outbound call initiatives, introductory letters and receive walk‑in clients.
• Contact underwriters and adjusters to discuss guidelines and policy.
• Prepare documentation for insurers, complete applications for clients, issue insurance certificates, process changes and review renewals.
• Keep current on underwriting rules and workflow processes.
• Actively...