Insurance Advisor

This Account Manager role is focused on developing pipeline, or close opportunities according to the role. It would suit someone who can bring relationship management, commercial awareness, communication, and organised follow-through to the role.

Where the work sits

As an Insurance Advisor, Personal Insurance, you will advise new and existing clients in the branch on how to best protect their assets when it comes to personal insurance. Level 2 General Insurance License.1-2 years of customer service experience.

Sales work involved

Develop pipeline, or close opportunities according to the role. Build relationships, follow up enquiries. Keeping CRM, records, quotes, targets, or customer information updated and useful.

What helps in this commercial role

Relationship management, commercial awareness, communication, and organised follow-through.

Practical details

• 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.

Sales skills and experience

• Assist clients with home, condo, tenant, and other personal insurance needs.
• Relevant sales, account management, business development, CRM, or customer-facing experience may be useful.