THE ROLE

The Personal Insurance Advisor is responsible for overall new business production. These clientele may be principals of Lloyd Sadd commercial accounts or have prominent business and community affiliations. The Personal Insurance Advisor will work alongside commercial producers to generate referrals and grow the book of business with a focus on the retention of both personal and commercial accounts.

As a Personal Insurance Advisor, you are a Captain, you are a problem solver, who likes changes and innovation while controlling the big picture.

You are:

• Venturesome, a risk-taker who is confident and a self-starter;
• Independent and strong-willed, connecting easily with others;
• A natural leader, inspiring and challenging those around you;
• Assertive, results-oriented, diplomatic, and impatient.

WHAT YOU’LL DO:

• Delivering “best in class” additional services to the same assigned group of clients. Additional services would be defined as those “above and beyond” normal transactional services provided to personal lines clients, and may include attendance at insurer inspections, site visits with commercial lines executives, and creating and implementing additional value-added services as appropriate;
• Participation in growth initiatives on behalf of the Personal Insurance department;
• Liaise with company underwriters to negotiate best terms for our clients;
• Increase revenue by identifying new business opportunities and acquiring new business for the company;
• 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 high-net-worth markets;
• Managing Accounts Receivable of existing client base;
• Working with Personal Insurance team members to provide an exceptional customer service experience;

WHAT WE REQUIRE:

• An academic background consisting of post-secondary education, certificates, etc.
• 2 to 4 years of personal lines experience and EPIC brokerage software preferred
• Level 2 General Insurance license is strongly preferred
• Completed or working towards C.I.P. or C.A.I.B. designation
• Superb interpersonal skills and attention to detail
• Ability to be a self-starter with strong written and oral communication skills as well as organizational skills
• Advanced skills in Outlook, Excel, Word