Personal Insurance Client Advisor Kingston
Acera Insurance Services Ltd. • kingston, Canada
Role Description
Join Acera Insurance as a Personal Insurance Client Advisor in Kingston, ON. This full-time role focuses on servicing clients, managing policies, and generating new business within a dedicated portfolio.
In this prominent role, you'll be the primary contact for personal insurance clients, addressing needs and providing tailored insurance solutions. Your responsibilities include conducting needs assessments, managing policy renewals, and collaborating with underwriters to resolve policy issues. Additionally, you'll engage in cross-selling and maintain high customer satisfaction levels.
Key Responsibilities:
• Serve as the main point of contact for clients
• Conduct thorough needs assessments for insurance solutions
• Manage policy renewals and conduct care calls
• Generate new business from existing clients effectively
• Collaborate with underwriters on policy-related challenges
Requirements:
• 2+ years of insurance-related experience
• RIBO license essenti...
In this prominent role, you'll be the primary contact for personal insurance clients, addressing needs and providing tailored insurance solutions. Your responsibilities include conducting needs assessments, managing policy renewals, and collaborating with underwriters to resolve policy issues. Additionally, you'll engage in cross-selling and maintain high customer satisfaction levels.
Key Responsibilities:
• Serve as the main point of contact for clients
• Conduct thorough needs assessments for insurance solutions
• Manage policy renewals and conduct care calls
• Generate new business from existing clients effectively
• Collaborate with underwriters on policy-related challenges
Requirements:
• 2+ years of insurance-related experience
• RIBO license essenti...