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Advisor, Personal Insurance Sales Management

Waypoint

nanaimo, regional district of nanaimo, Canada Full-time June 06, 2026
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Opportunity Description

Join Navacord as an Advisor in Personal Insurance, located in Nanaimo. This role emphasizes customer experience, policy renewals, and achieving retention targets.

As a key member of the team, you will develop a solid understanding of the insurance landscape and manage existing customer portfolios. Your role involves not only ensuring successful policy renewals but also identifying customer needs and cross-selling opportunities. You'll thrive in a collaborative environment, working with both internal and external stakeholders to enhance service and operational excellence.

Key Responsibilities:
• Assess risk factors across various policy types
• Conduct detailed reviews of insurance terms for clients
• Process endorsements and cancellations efficiently
• Identify coverage gaps and suggest improvements
• Maintain stringent data accuracy for policies

Requirements:
• 1 year of Auto Insurance experience required
...
Full-time Finance

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