Advisor, Personal Insurance

Position Overview

The Advisor, Personal Insurance (Renewal) will drive revenue growth by achieving annual sales targets through effective customer management and service strategies. Responsibilities include analyzing risk factors across various policies, overseeing seamless policy renewals, reviewing product terms, identifying cross-selling opportunities, and maintaining high standards in customer information management. Collaborating with internal departments and external stakeholders, the Advisor, Personal Insurance (Renewal) will uphold operational excellence and contribute to continuous improvement.

This is an on-site role at our Nanaimo location.

Responsibilities

Sales Management

• Develop a comprehensive understanding of the insurance market landscape, staying ahead of industry trends and product offerings.
• Assess and analyze risk factors associated with various insurance policies, parti...