Personal Insurance Advisor, Service

THE ROLEThe Personal Insurance Advisor is an expert advisor responsible for servicing clients in a courteous and professional manner. These clientele may be principals of Navacords commercial accounts or have prominent business and community affiliation. The Personal Insurance Advisor maintains extensive knowledge of various insurance products and collaborates with team members to ensure a superior customer service an Personal Insurance Advisor you are an Operator patient conscientious relaxed and cooperative team worker. You are;Affable approachable accommodating and detail-orientedHighly tolerant for systematic workRespectful and accepting of others YOULL DO:Delivering best in class additional services to clients. Additional services would be defined as those above and beyond normal transactional services provided to personal lines clients;Participation in growth initiatives on behalf of the Personal Insurance department;Liaise with company underwriters to negotiate best terms for our clients when required;Ensure that strong long-term customer relationships are created by providing value added services;Maintain a current knowledge base of insurance products and services with various insurance companies including regular non-standard and relevant markets;Working with Personal Insurance team members to provide exceptional customer service experience;Works closely with Advisors on all aspects of client service marketing and renewal while adhering to Navacords best practices and standard procedures;Work closely with the Account Assistants to ensure timelines are being met and to review accuracy of documentation;Manage account documentation (i.e. routine inquires quotes insurance contracts endorsements cancellations etc.)Review clients current coverage and exposures loss experience and analyze risk to determine the product/service requirements when required;Ensure EPIC workflows are followed including maintaining and updating custom forms;Ensure accurate and timely servicing and billing of accounts;Participate in training and professional development courses to enhance skills and industry knowledge;Other duties as WE REQUIRE:2 to 4 years of personal lines experience and EPIC brokerage software preferred;Level 2 General Insurance license strongly preferred;Completed or working towards C.I.P. or C.A.I.B. designation;Solid mentorship skills and teaming capability; the ability to lead and motivate delegate and rally colleagues;A well-defined sense of diplomacy and business acumen with a focus on customer service and the overall client experience;Skill in analysis problem solving critical thinking decision making teamwork communication innovation and adaptability;Advanced skills in Microsoft Office Suite and internal Broker Management Systems (EPIC).