Insurance Advisor Home & Auto - Advice Centre
Core
Provide inbound insurance advice and solutions for home and auto policies to help clients protect their assets.
Role type
Licensed Insurance Advisor (Home & Auto)
Builds
Personal home and auto insurance solutions
Domain
Insurance
Deliverable
client delivery
Required skills
General Insurance License (Ontario OTL), customer service, regulatory risk understanding, needs assessment, relationship building, digital literacy
Preferred skills
Other Than Life (OTL) license, French language, post-secondary education, insurance product knowledge, contact centre experience
Technologies
RBCI software tools, calculators
Responsibilities
Provide insurance advice and solutions via inbound calls, complete personalized needs assessments, resolve client concerns at first point of contact, cultivate relationships with partners, update home & auto insurance policies
Seniority
Individual Contributor