We are hiring a Client Advisor, Personal Lines to support our growing Team!
This role is for someone who is or was a RIBO-licensed insurance broker looking for a new employee experience with our growing team. Or a highly motivated individual with organizational abilities and people skills looking for a profession to grow in as a licensed broker within 3-6 months.
This essential role in our organization directly supports our growing base of incredible clients. If you want to challenge yourself and develop within an organization, we want to hear from you!
Why Join the Jones Insurance Team?
People Focused - We pride ourselves on going above and beyond to take care of our customers and one another. We offer benefits, paid vacation, and a work environment that champions wellness for our staff.
Family-Oriented - We are flexible with work hours (we have kids, we totally get it). Take your birthday off with pay to spend with your family and friends.
Community Driven - We include 2 paid days off for our staff to volunteer in our community any way they see fit. We also support local boards and charities - and ultimately, we want to make Thunder Bay a fantastic place to live, work and play!
Continuously Improving & Growing - We nurture those who want to develop and provide security and autonomy to those who want to thrive in their role and make it their own.
What you would do
- Support clients with insurance-related inquiries by responding quickly, with compassion and related information.
- Proactively approach customers before their annual renewals to talk about opportunities and changes to their coverage after you have completed a thorough review of the file.
- Prepare and present options for the necessary automobile, property, marine, etc. policies to ensure clients can make informed decisions.
- Navigate the claims process with clients when a loss is incurred.
Research and resolve client problems, acting as the liaison between insurers when necessary.
- Keep apprised of industry trends, changes, and opportunities as they relate to our clients.
- Complete quote requests in our quotation management systems or company portals and electronic policy application packages for brokers.
- Work within our Broker Management System to document all communications and client activity in our Broker Management System.
- Ensure any cancellation request is followed up on immediately to understand why the customers are leaving Jones and any work we can do to retain the customer.
Your core competencies
Integrity & Attitude: your word is impeccable, and you consciously conduct yourself in line with our company values and vision.
Client Management: As a natural relationship builder, you understand how to prioritize tasks to serve your clients' best interests. Speaking with and connecting to your customers is paramount to success in this position; if engaging with people charges your battery - you will love this role.
Communication: you organize, disseminate, and deliver complex information to our existing and prospective clients in a manner that supports them, both spoken and written. What we say and how we say it are integral to our success. You must understand our mission and ensure your messaging reflects that to the public and your Jones teammates.
Resilient: you are flexible and adaptable to change and value diversity and creativity.
Analytical & Detail-oriented: you can tackle problems methodically and easily comb through the fine print. You must learn and understand the moving parts of policies and claims. Our knowledgeable staff will support you as you become vital to our processes.
Approaches to improve.
Accurate: crossing our t's and dotting our i's is vital to meeting our customers' needs and is integral to this position. We have all employees complete an assessment to benchmark their abilities.
What your background would look like
· Minimum 1 year working as a RIB is ideal but we are ready to train and help with the licensing path.
· Post-secondary education that is complementary to a related industry is desired.
· CAIB designation is valued but not compulsory.
· Experience with client management software and sales training is valued.
· Proficiency in Office 365 and basic technical competency are expected.
Salary Range: $45,000 to $60,000, dependent on experience with Commission—this is not a producer or business development role. Still, we generously compensate all our brokers when writing business with existing customers and generating referrals from your stellar customer service.
We provide a clear performance path and check-ins respective to the position's KPIs, but also on soft skills and how your work aligns with our values. We believe in setting you up for success!
Job Type: Full-time
Pay: $45,000.00-$60,000.00 per year
Additional pay:
- Bonus pay
- Commission pay
- Retention bonus
Benefits:
- Company events
- Dental care
- Employee assistance program
- Extended health care
- Life insurance
- On-site parking
- Paid time off
- Profit sharing
- RRSP match
- Wellness program
- Work from home
Flexible language requirement:
Schedule:
- Day shift
- Monday to Friday
Application question(s):
- Are you currently residing in Thunder Bay?
Experience:
- Customer service: 2 years (preferred)
- insurance: 1 year (preferred)
Licence/Certification:
Work Location: In person
