Advisor, Personal Insurance

Advisor, Personal Insurance

The Advisor, Personal Insurance will drive revenue growth by achieving annual sales targets through effective customer management and service strategies. Responsibilities include analyzing risk factors across various policies, overseeing seamless policy renewals, reviewing product terms, identifying cross-selling opportunities, and maintaining high standards in customer information management. Collaborating with internal departments and external stakeholders, the Advisor, Personal Insurance uphold operational excellence and contribute to continuous improvement. Please note the ideal candidate for this role will work fully in office. RESPONSIBILITIES: Develop a comprehensive understanding of the insurance market landscape, staying ahead of industry trends and product offerings. Assess and analyze risk factors associated with various insurance policies, particularly in areas such as tenant, homeowner, annual travel, owner-occupied RV, and special even...