Personal assistant Jobs in Comox, BC

POSITION OVERVIEW

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 or a hybrid model with a minimum of 3 days in branch.

RESPONSIBILITIES : SALES MANAGEMENT

• Aim to achieve a minimum revenue target of $150,000 annually through effective customer management and sales techniques.
• 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 event policies.
• Achieves all established retention targets while adhering to Waypoint's standards and underwriting guidelines.
• Manage and maintain a portfolio of customers, ensuring all policies in-force (PIF) counts meet or exceed designated targets.

CUSTOMER EXPERIENCE

OPERATIONAL EXCELLENCE

REQUIREMENTS :

Waypoint is actively committed to supporting diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons.