Job Title

Insurance Advisor Opportunity ''> We are seeking an experienced Insurance Advisor to join our team. As an Insurance Advisor, you will play a crucial role in driving revenue growth by achieving annual sales targets through effective customer management and service strategies. Your responsibilities will 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. You will collaborate with internal departments and external stakeholders to uphold operational excellence and contribute to continuous improvement. Key Responsibilities: 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, particularly in areas such as tenant, homeowner, annual travel, owner-occupied RV, and special event policies. Achieve all established retention targets while adhering to our standards and underwriting guidelines. Manage and maintain a portfolio of customers, ensuring all policies in-force (PIF) counts meet or exceed designated targets. Requirements: Minimum of 1 year of Auto Insurance experience. Excellent verbal and written communication abilities, with a knack for asking open-ended questions to gather comprehensive risk information from customers. Proficiency in navigating insurance policy manuals and wordings to accurately assess coverage and risk factors. Strong analytical skills with the ability to solve problems, make informed decisions, and de-escalate situations effectively. Detail-oriented and observant nature for conducting policy reviews and identifying necessary updates that are up to date and compliant. Proven ability to work independently, take initiative, and continuously seek opportunities for personal and professional growth. Adept at building and maintaining positive relationships with customers, colleagues, and external partners. Familiarity with administrative tasks in a brokerage setting, including binder management, application processing, and customer communication. Ability to efficiently manage multiple tasks and prioritize workload to ensure timely completion of responsibilities. Proficiency in using insurance management software such as EPIC and Microsoft Office Suite. We are an Equal Opportunities Employer We serve and recognize human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons.