Insurance Advisor, Personal Lines

Talent Acquisition Team at Westland Insurance. Text reply only.

21h • Remote

About The Position

Westland Insurance Group is seeking an Insurance Advisor to join their MyGroup team in Ontario. This is a fully remote position for a career-minded individual focused on growing their insurance industry knowledge and experience. The role involves promoting and educating clients on insurance products, managing client relationships, growing the company's presence, handling complex insurance cases, and helping team members develop. Westland emphasizes growth, community care, and an inclusive culture.

Requirements

• Minimum 3 years RIBO license
• Strong knowledge of personal lines insurance products and underwriting principles
• Effective team collaborator who supports peers and contributes to team success
• Building authentic client relationships comes naturally
• Master time manager who can prioritize workload while demonstrating confidentiality and discretion
• Self-starter mentality with the ability to meet production targets while working independently
• Experience using insurer portals and related systems
• At least 3 years of industry experience

Responsibilities

• Promote and educate clients on insurance products.
• Take ownership of client relationships.
• Grow the company's presence and profile in the local community.
• Manage more complex insurance cases.
• Help team members reach their potential.
• Work with clients to uncover their insurance needs, identify opportunities, and provide recommendations based on knowledge of coverage and underwriting principles.
• Practice excellent customer service and prioritize client relationship management by actively listening to queries and concerns.
• Develop new business through cross-selling, upselling, referrals, and securing ex-dates.
• Review renewals on a timely basis while maintaining strong retention levels.
• Process policy changes and endorsements accurately through various company portals.
• Support clients through the claims process while communicating accurate information to claims teams.
• Collaborate with a supportive team to reach organizational goals.

Benefits

• An open, flexible and welcoming workplace
• Plenty of opportunities to grow and learn
• Autonomy to drive your own success
• Be part of our inclusive culture, alongside an extraordinarily talented community of people with a wide variety of backgrounds
• A total rewards program that takes care of your financial, physical, and mental health
• 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: No Education Listed