Personal Insurance Broker

Description:

What The Day Will Look Like

• Communicate with clients via incoming phone queue, outgoing phone requests, and email in an efficient and positive manner
• Provide knowledgeable insurance advice to clients on current prices, coverage, and opportunities
• Stay up to date with insurer market change and follow all insurer and Aon workflows to ensure accuracy and minimize E&O exposure
• Advise and process client requests in insurer portals and our BMS ensuring all underwriting criteria is correct and the client informed to ensure mutually agreeable outcome
• Help drive results by supporting and implementing initiatives that will increase sales and retention opportunities within the Personal Lines team
• Upsell or cross-sell products/service to existing clients

• Comfortable working in a fast-paced environment with specific targets
• Build relationships with prospective clients, colleagues, underwriters, and industry professionals