Insurance Advisor Permanent

VTRAC Consulting Corporation
Intelligent Solutions

Thank you for applying to VTRAC opportunities. Please e-mail your resume as an MS-WORD document in confidence Subject: Insurance Advisor, Attention: [email protected] or call: (647) 598 1825

Position#: 241xx
Position: Insurance Advisor
Position Type: Permanent
No. of Positions: 1
Location: Waterloo, ON

Responsibilities
Sales and Marketing

• Create new business opportunities using developed networks and build a sales pipeline to meet and exceed quote volume and sales goals.
• Accurately and fully complete quote and application documents to be presented to clients after conducting front line underwriting and risk selection.
• Manage renewal process by gathering required information, cross selling, account rounding and presenting renewals as required.
• Promote the company brand and services/products offered to customers.
• Provide a community presence including participation in company and community events.
• Utilize company’s industry leading technology to truly work mobile and efficiently distribute our insurance product offerings.

Policyholder Service and Relations

• Provide exceptional service to client queries and recommend coverage solutions.
• Document management with exceptional client file documentation.
• Process policy changes that are within binding authority and prepare and submit documents for policy changes that are outside authority.
• Handle finance and claims inquiries for clients as needed.
• Stay up to date with industry knowledge and actively participate in training initiatives in order to provide exceptional service and provide appropriate coverage solutions to policy holders.

Qualifications

• Post Secondary education in a related field.
• 5 years experience in property & casualty insurance
• Excellent organization and communication skills.
• Must have an OTL agent license or the ability to obtain within 60 days of hire (assistance provided).
• Familiarity with PowerBroker or other Industry Management Systems is an asset.
• This position requires the successful candidate to visit clients and to have a valid driver’s licence. The successful candidate would have to provide proof that s/he has a valid driver’s licence upon being hired.
• Prior experience working in a sales office is an asset.

We thank all candidates in advance. Only selected candidates for interviews will be contacted. For other exciting opportunities, please visit us at www.vtrac.com. VTRAC is an equal opportunity employer.

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