Insurance advisor

apartmentHUESTIS INSURANCE GROUP placeKensington calendar_month 

Overview

Languages

English

Education
  • College/CEGEP

Experience

Experience an asset

On site

Work must be completed at the physical location. There is no option to work remotely.

Work setting
  • Office
  • E-learning (online learning)

Responsibilities

Tasks
  • Establish client insurance coverage
  • Monitor insurance claims and respond to clients' enquiries
  • Provide customer service
  • Sell automobile, fire, health, life, property, marine, aircraft and other types of insurance
  • Review quotations
  • Review individual and group applications for insurance
  • Perform administrative tasks
  • Manage accounts receivable
  • Manage difficult situations with customers
  • Describe points of interest, answer questions and supply information
  • Document work completed
  • Work with on-line accounts and systems
  • Identify customers’ needs
  • Develop specific plans to prioritize
Supervision
  • No supervision responsibility

Credentials

Certificates, licences, memberships, and courses
  • Membership in the Insurance Brokers Association of Canada
  • Provincial or territorial licence

Experience and specialization

Insurance experience
  • Property/casualty insurance
  • Automobile insurance
  • Fire insurance
  • House insurance
  • Personal
  • Tenant insurance
  • Travel insurance products

Additional information

Security and safety
  • Bondable
  • Criminal record check
Transportation/travel information
  • Own transportation
Work conditions and physical capabilities
  • Tight deadlines
  • Attention to detail
  • Sitting
  • Work under pressure
  • Ability to work independently
Personal suitability
  • Client focus
  • Efficient interpersonal skills
  • Excellent oral communication
  • Excellent written communication
  • Flexibility
  • Judgement
  • Organized
  • Reliability
  • Team player
  • Ability to multitask
  • Quick learner
  • Time management

Benefits

Health benefits
  • Dental plan
  • Disability benefits
  • Health care plan
  • Paramedical services coverage
  • Vision care benefits
Financial benefits
  • Bonus
  • Group insurance benefits
  • Life insurance
  • Registered Retirement Savings Plan (RRSP)
Other benefits
  • Free parking available
  • Learning/training paid by employer
  • Paid time off (volunteering or personal days)
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