Insurance Advisor Assistant

Brokerteam Insurance Group Toronto, Ontario, Canada

About this position

Due to continued growth, Element Insurance is expanding our team and seeking an In-House Personal & Commercial Lines Sales Advisor to join our organization.

Job Summary

  • Manage and grow a portfolio of Personal Lines and Commercial Lines business.

  • Work in a high-energy environment responding to inbound client inquiries while proactively identifying new sales opportunities

Key Responsibilities

  • Provide day-to-day client management and account maintenance for Personal Lines accounts; act as a primary point of contact and maintain strong client and insurer relationships.

  • Process policy changes, endorsements, cancellations, payments, and general inquiries.

  • Review and assess coverage needs, identifying cross-sell and up-sell opportunities as client needs evolve.

  • Initiate, negotiate, and process policy renewals.

  • Prepare and issue confirmations of insurance.

  • Manage claims submissions and advocate for clients throughout the claims process.

  • Respond to incoming phone calls and online quote requests.

  • Generate new business opportunities and achieve individual sales targets in alignment with company goals.

Qualifications & Skills

  • RIBO license required.

  • Strong passion for sales and client service.

  • Excellent communication and telephone skills.

  • Ability to manage multiple priorities in a fast-paced, technology-driven environment.

  • Strong attention to detail and follow-through.

  • Mandarin or Cantonese speaking is an asset.