Job Order Detail

Description

Harvard Western Insurance is seeking an experienced Commercial/Personal Lines Advisor to join our team on a full time basis.

In this role, you will use your industry experience and customer service focus to provide superior service to our clients. Your previous sales and customer service experience combined with your ability to adapt and thrive in a fast paced, team oriented environment will be essential to success.

Key Responsibilities Include:
Digital client Engagement
Sales and service of digital (HWI Click) commercial & personal lines business
Providing clients with information and advice
Processing and administering changes to HWI Click insurance policies
HWI Click system and procedure management
Lead Routing and management
Live Chat

Team Lead Responsibilities Include:
Oversee HWI Click / Nude Solutions Platform
Arrange for and provide training to new Click Leads and Users
Work with Nude Solutions acting as a business analyst on business system enhancements
Lead other HWI Click Advisors
Assist with strategies to grow HWI Click client base

Qualifications:
Minimum General License Level 2
RIBO
Computer skills
Experience with Epic is an asset
CSIO Digital Broker Certification is preferred but not required
Superior verbal and written communication skills
The ability to manage multiple processes
Enjoy providing superior client service
Professional attitude
Motivation and willingness to experience a fast-paced environment is required

Harvard Western offers a competitive salary along with a pension plan, group insurance plan and flex-time work environment to accommodate personal needs and the encouragement of lifelong learning through education and training opportunities.