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Auto Insurance Advisor

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Job Description - Auto Insurance Advisor

POSITION OVERVIEW


The Auto Insurance Advisor is responsible for servicing clients in a courteous and professional manner. They maintain extensive knowledge of various insurance products and collaborates with team members to ensure a superior customer service experience. Our goal as a team is to provide clients with expert advice and out of the box problem solving.



RESPONSIBILITIES:



  • Delivering exceptional additional services to clients that exceed standard transactional offerings for personal lines customers.

  • Engaging in growth initiatives on behalf of the Personal Insurance department.



  • Managing Autopac transactions for walk-in, phone and email requests.

  • Fostering strong, long-term customer relationships by providing value-added services.

  • Overseeing account documentation, which encompasses routine inquiries, quotes, insurance contracts, endorsements, cancellations, and additional tasks for Auto.

  • Deliver prompt and precise responses to inquiries, addressing issues and providing solutions to fulfill client requirements.

  • Assist with initial Personal Lines claims reporting and file documentation within EPIC.

  • Demonstrate ownership, urgency and adherence to timelines in all client engagements.

  • Maintaining an up-to-date knowledge base of insurance products with Manitoba Public Insurance.

  • Partnering with Personal Insurance team members to deliver an outstanding customer service experience.

  • Deliver prompt and precise responses to inquiries, addressing issues and providing solutions to fulfill client requirements.

  • Ensuring adherence to MPI & EPIC workflows.

  • Participating in training and professional development opportunities to enhance skills and industry knowledge.

  • Other duties as assigned.



Requirements:



  • Minimum Level One or Auto Only Manitoba Insurance license is required.

  • A minimum of one year of customer service experience is required.

  • Familiarity with a Broker Management System, particularly Epic, is preferred.

  • Candidates should possess strong prioritization skills and the ability to manage competing demands effectively.

  • SRE and Commercial Vehicle knowledge is an asset.

  • The individual must be a self-starter, goal-oriented, and a quick learner.

  • A strong customer focus and proficient problem-solving skills are necessary.

  • Excellent interpersonal and communication skills are required.

  • Bilingual proficiency in oral and written communication is an asset, with English as a requirement.



Avant Insurance Brokers Ltd. 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 to apply.



Building The Great Canadian Brokerage


Navacord is a leading insurance and risk management brokerage created to keep the Canadian entrepreneurial spirit alive. Led by a passionate and engaged partnership group, Navacord Broker Partners are committed to the success of their clients by delivering expert advice in an increasingly complex world which allows them to face the future with confidence.


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