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Property and Casualty Insurance Advisor
DesjardinsProperty and Casualty Insurance Advisor helping clients with insurance products and financial empowerment. Promoting the organization's cooperative values and ensuring client satisfaction with their coverage needs.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in assessing client needs and promoting insurance products, with a strong focus on customer satisfaction and retention. Capable of preparing quotes, issuing contracts, and developing business partnerships to drive referrals.
Highest-signal resume keywords
Customer FocusInsurance Contract PreparationClient Needs AssessmentBusiness Partnership DevelopmentNimble Learning
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Insurance Product KnowledgeQuote PreparationContract IssuanceUnderwriting AnalysisFile Follow-Up
Soft Skills
Action OrientedPersuasionTech Savvy
Certifications & Qualifications
College Diploma in Related Field
Industry Keywords
Client SatisfactionRenewal AnalysisReferral Generation
About the role
Key responsibilities & impact- Serve members and clients, assess their needs, promote insurance products and help members and clients choose coverage
- Prepare quotes and issue insurance contracts
- Follow up on files, analyze renewals requiring special underwriting, and correct contracts as needed
- Respond to information requests and amend contracts to ensure client satisfaction and retention
- Develop business partnerships to generate referrals.
Requirements
What you’ll need- College diploma in a related field
- A minimum of two years of relevant experience
- Action oriented, Customer Focus
- Differences, Nimble learning, Persuades, Tech savvy
Benefits
Comp & perks- Competitive salary and annual bonus
- 4 weeks of flexible vacation starting in the first year
- Defined benefit pension plan that provides predictable, stable income throughout retirement
- Group insurance including telemedicine
- Reimbursement of health and wellness expenses and telework equipment