Farm Insurance Advisor- Sales & Service BOB Team
About The Position
We are looking for a Farm Insurance Advisor to join our Sales & Service Book of Business Team in Vegreville, Alberta on a Permanent Full Time Basis! This role involves servicing an existing book of business, primarily farm insurance, with opportunities for growth and expansion. You will provide prompt customer service, assist with understanding insurance policies, address customer concerns, and process commercial paperwork. Additionally, you will handle quotes, write new business, review and update existing coverage, prepare documentation for insurers, and issue insurance certificates. You will also manage endorsements, follow up on payments, communicate with insurance companies, negotiate with underwriters and renewal terms, and follow up on claims status. Sourcing additional information for underwriters and completing applications are also key responsibilities.
Requirements
- Two or more years of customer service experience
- 3 to 5 years of insurance experience preferred
- AIC Insurance License Level I or II or willing to obtain
- Exposure to EPIC is an asset
- Proficient in MS Office – Word, Excel, Outlook
- Excellent customer services and sales skills and adept in conflict resolution
- Demonstrated ability to handle multiple priorities successfully
- Strong analytical and organizational skills
- Excellent verbal and written communication skills
- Must be eligible to work in Canada from the anticipated start date and throughout their employment
Nice To Haves
- Exposure to EPIC is an asset
Responsibilities
- Service existing book of business (primarily Farm), with opportunity to grow and expand
- Provide customers with prompt service by providing advice, help customers understand insurance, discuss customer concerns
- Review and provide processing instructions on all incoming commercial paperwork
- Assist with quotes to customers, write new business, review existing coverage and update customer file information
- Prepare documentation for insurers, complete applications for new clients, issue insurance certificates
- Review and provide processing instructions on endorsements, and follow up on payments
- Communicate with Insurance companies, negotiate with underwriters on customers behalf, negotiate renewal of terms, follow up with Adjusters on claims status
- Source and obtain additional information requested by the underwriter and complete applications
Benefits
- Flexible work arrangements
- Multiple benefits offered to support physical and mental wellbeing
- Wellness account
- Share plan & other savings
- Commissions & other performance incentives: Expected, but not limited payout potential of 10-15% of salary (subject to personal and team performance)
- Employee Share Purchase Plan (ESPP) – with BrokerLink matching a portion of your contributions
- Group RRSP, with company matching DPSP offerings
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
