Job Position: Personal Lines Advisor
Job Category: Insurance
Harvard Western Insurance is looking for customer-centric people with an entrepreneurial spirit. If you have a progressive mindset and want to help Canadian families and individuals achieve peace of mind with their insurance, apply to join our team today.
Discover how you can make a difference in the lives of individuals, families and communities in Saskatchewan. As a Harvard Western Insurance advisor, you’ll receive training and support to help build your knowledge and get your career on the right path. We offer competitive compensation and ongoing recognition for your achievements.
Position Overview:
This is a full-time on-site role for a Personal Lines Insurance Advisor. The Insurance Advisor will be responsible for consultations with current and prospective clients regarding their insurance policies. The role requires an individual skilled in multitasking, as you will be responsible for handling various client inquiries and concerns.
Key Responsibilities Include:
- Client Consultation: Conduct in-depth consultations with clients to understand their insurance needs, assess risk factors, and provide personalized insurance solutions.
- Policy Analysis: Evaluate and analyze various insurance policies to determine the most suitable coverage options for clients based on their requirements.
- Customer Relationship Management: Build and maintain strong relationships with clients by providing ongoing support, addressing inquiries, and offering proactive advice on insurance matters.
- Sales and Cross-Selling: Identify opportunities for upselling and cross-selling insurance products to existing clients, contributing to business growth and client retention.
- Risk Assessment: Assess clients’ assets, liabilities, and potential risks to recommend appropriate coverage levels and risk management strategies.
- Regulatory Compliance: Stay updated with industry regulations and ensure that all insurance offerings and client interactions comply with legal and ethical standards.
- Documentation and Record-Keeping: Maintain accurate records of client interactions, policy details, and transactions in compliance with company policies and regulatory requirements.
- Continuous Learning: Stay informed about industry trends, new insurance products, and market developments to enhance knowledge and provide informed recommendations to clients.
Qualifications:
- Insurance License (will provide in-house training to complete license requirements)
- Consulting and/or Customer Service skills
- Excellent Communication skills, both written and verbal
- Strong analytical and problem-solving skills
- Ability to work independently and within a team
- Experience in the insurance industry is an asset
- Motivation and willingness to experience a fast-paced environment
What You Can Look Forward To:
- Be a member of our inclusive culture alongside an extraordinarily talented community of people from various backgrounds
- Peer-to-peer networking, educational and training opportunities
- An innovative salary structure that can provide you with an ongoing lucrative bonus’
- Access to our pension plan
- Group Benefits insurance plan to include health and dental benefits
- A flex-time work environment to accommodate personal needs and encourage lifelong learning through education and training opportunities
- Access to Homeward Health program to provide support for your wellness and mental health needs
- The Hill Companies Wellness Program promotes the health and well-being of employees by offering a participation reimbursement for fitness activities
About Our Company:
Harvard Western and its predecessor firms have been privileged to provide insurance for this community for over 100 years. Harvard Western is one of Saskatchewan’s largest insurance brokers and is proud of its commitment to the community of Regina and the surrounding area.
Join our growing team of independent advisors to help with our vision of spreading insurance literacy and financial security to Saskcthewan residents through utilizing insurance and innovative solutions.
