Digital Service Advisor

Westland Insurance

2d • Remote

About The Position

We’re searching for a Personal Lines Digital Service Advisor. This position is fully remote and open to candidates within Ontario. Westland Express is a part of Westland Insurance Group Ltd., a national, privately owned insurance brokerage with locations across Canada. Our national ZipTenant program is Canada’s most recommended tenant insurance program that can be purchased completely online using a computer, tablet or mobile device. As a Personal Lines Digital Service Advisor with Westland Express, you’ll bring together strong technical skills and insurance knowledge to support the team and our clients in assessing and fulfilling their insurance needs. You are essential in helping achieve the goals of the company and partner organizations. You demonstrate confidence in problem-solving and underwriting while continuously expanding your knowledge. You’re proactive in taking on more responsibilities while developing your skills to work independently.

Requirements

• RIBO license mandatory
• Minimum 2-year brokerage based personal insurance experience
• Strong knowledge of personal lines insurance products and coverages
• Commitment to professional development including obtaining CAIB or CIP designation

Nice To Haves

• Post-secondary diploma or degree would be considered an asset

Responsibilities

• Communicate with prospects and clients to determine and provide the best possible coverage, protection and customer service
• Build and maintain strong client relationships through proactive contact via email and phone
• Develop new business opportunities by binding new policies, securing expiry dates and cross and up-selling personal insurance products
• Support clients in the claims process
• Manage and review policy renewals in a timely basis in order to maintain high levels of client retention
• Collaborate with co-workers and managers to develop positive and effective office procedures
• Perform all other tasks as prescribed by management to ensure the best customer service for prospects and clients

Benefits

• Flexible paid Values Days to celebrate days important to you
• Paid Volunteer Days for employees as part of Amplifying Communities, a program to support causes that matter most to our employees and clients

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree