Insurance Advisor

Account Manager focuses on build relationships, follow up enquiries, manage accounts, develop pipeline, or close opportunities according to the role.

What the role involves

• Build relationships, follow up enquiries, manage accounts, develop pipeline, or close opportunities according to the role.
• Keep CRM, records, quotes, targets, or customer information updated and useful.

Skills and requirements

• Level 2 General Insurance License.
• 1-2 years of customer service experience.
• Assist clients with home, condo, tenant, and other personal insurance needs.
• Build long-lasting relationships with clients and colleagues.

Confirmed role details

• You work with a high degree of INTEGRITY and ACCOUNTABILITY.
• Required Travel: Up to 25%We endeavor to make this website accessible to any and all users.
• If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team.

Candidate fit

• relationship management, commercial awareness, communication, and organised follow-through

Additional role context

• From auto, personal or commercial lines, claims, employee benefits, administration, to becoming a full-time producer or account manager, we have a role for you.
• Build relationships and offer solutions using a diverse selection of insurance products while achieving performance targets.
• Have continuous learning and development opportunities to maintain licensing requirements and work towards your career goals.