INSURANCE ADVISOR
Location: Kelowna, BC
Position Status: CLOSED
Our Kelowna, BC client, a very well established Insurance company, is currently seeking a Personal Lines Insurance Advisor to join their rapidly growing personal team. A strong work ethic and drive to succeed in a high performing environment will help ensure your success in this role. Experience in issuing certificates, binders, processing renewals and doing new business quotes an asset but they are willing to train the right person.
Responsibilities:
Providing service to personal lines clients
Providing customers with prompt service by providing advice, discussing customer concerns, including but not limited to walk-ins, emails, and phone calls
Entering and updating clients’ information
Preparing documentation for insurers; completing applications for new clients; issuing binders
Communicating with insurance companies and underwriters regarding policy changes, renewals, and new business
Following up with adjusters on claims status
Updating of insurance summaries to correspond with current change requests
Requirements:
Previous customer service or administration experience with exceptional customer service skills is required
1-2 years of personal lines experience is preferred
General Level 1 insurance license is preferred
Experience with Epic is an asset
Ability to multitask, problem solve, critical think and be detailed oriented
Be able to provide prompt and exceptional customer service
Able to be proactive and work both independently and as a part of a team
Positive and respectful attitude with both clients and co-workers
High degree of professionalism and integrity
To apply, please email resume to kristie@kanrecruitment.com
We thank all those who express interest in this opportunity however only those short-listed will be contacted.
