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Advisor, Personal Insurance Sales Management
Description
Join Navacord as an Advisor in Personal Insurance, located in Nanaimo. This role emphasizes customer experience, policy renewals, and achieving retention targets.
As a key member of the team, you will develop a solid understanding of the insurance landscape and manage existing customer portfolios. Your role involves not only ensuring successful policy renewals but also identifying customer needs and cross-selling opportunities. You'll thrive in a collaborative environment, working with both internal and external stakeholders to enhance service and operational excellence.
Key Responsibilities: • Assess risk factors across various policy types • Conduct detailed reviews of insurance terms for clients • Process endorsements and cancellations efficiently • Identify coverage gaps and suggest improvements • Maintain stringent data accuracy for policies
Requirements: • 1 year of Auto Insurance experience required • Excellent verbal and written communication skills •...
As a key member of the team, you will develop a solid understanding of the insurance landscape and manage existing customer portfolios. Your role involves not only ensuring successful policy renewals but also identifying customer needs and cross-selling opportunities. You'll thrive in a collaborative environment, working with both internal and external stakeholders to enhance service and operational excellence.
Key Responsibilities: • Assess risk factors across various policy types • Conduct detailed reviews of insurance terms for clients • Process endorsements and cancellations efficiently • Identify coverage gaps and suggest improvements • Maintain stringent data accuracy for policies
Requirements: • 1 year of Auto Insurance experience required • Excellent verbal and written communication skills •...