Client Advisor, Commercial Insurance, Aviation
About The Position
As a Client Advisor specializing in the Aviation sector, you have a strong foundation in commercial insurance, keen attention to detail, and a results-driven approach. Reporting to the Director, Client Experience & Branch Leader, you are responsible for retaining a book of business and servicing commercial insurance policies tailored to aviation clients. In this role, you will advise clients on appropriate coverage solutions and develop and maintain strong relationships with both insurers and clients to support long-term success. Your commercial insurance expertise, attention to detail, and commitment to exceptional customer service are key to succeeding as a Client Advisor, Commercial Insurance.
Requirements
- 5+ years of related and progressive experience in the insurance industry with a strong working knowledge of commercial insurance products
- RIBO license required
- Experience in an insurance brokerage
- Skilled user of the Microsoft Office Suite of products
- Demonstrated accountability and reliability in the quality and timeliness of work
- Works well within a team and independently and able to adjust to tight and changing deadlines
- Critical thinker with strong attention to details
Nice To Haves
- 2+ years of aviation experience is considered an asset
- CIP or CAIB designation, or working towards is considered an asset
- Experience with insurance document management software is an asset
- High degree of professionalism and integrity
- Committed to excellence in customer service and builds strong relationships with clients
- Flexible and adaptable with proven problem-solving skills
Responsibilities
- Compiling renewal information, negotiating renewal terms, and preparing all other aspects of renewals
- Comparing quote options for multiple carriers and presents coverage comparison as needed
- Ensuring renewals are completed 60 days in advance
- Reviewing policies to identify coverage gaps, makes recommendations based on clients’ operations, exposures and need
- Producing pink cards and certificates of insurance, schedules, and claims reporting
- Maintaining appropriate and clear documentation in agency management systems including policy details, activities and attachments, spreadsheets
- Assisting in negotiating renewal terms & developing growth
- Clearly understanding how their actions can positively or negatively affect relationship with our customers, carriers, and coworkers
- Participating in ongoing scheduled meetings with team to discuss accounts, renewals and day to day service needs and opportunities
- Participating in seminars, classes, and webinars for skill and knowledge developments
- Other duties and responsibilities as assigned
Benefits
- Opportunity to become an owner
- Comprehensive group benefits
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
