Level 2 Insurance Advisor for Client Experience
Location
ottawa, on
Job Type
Full-time
Category
Other-General
Posted
June 09, 2026
Take your insurance career to the next level as a Level 2 Insurance Advisor at Kevin J Carruthers. Your focus will be on enhancing the client experience while managing a diverse book of business.
This role requires you to engage with 1,000 to 1,500 clients and provide top-notch service. You will handle various responsibilities such as claims support and billing management, while also actively marketing additional services. Building strong client relationships will be integral to this position's success.
Key Responsibilities:
• Oversee a personal book of business tailored to client needs
• Deliver first-class client interactions and service quality
• Follow-up on active claims for client updates
• Manage billing processes and keep policies active
• Identify sales opportunities for additional coverage options
Requirements:
• Must possess an active OTL or RIBO license
• At least two years of experience in insurance
• Strong organizational skills required
This role requires you to engage with 1,000 to 1,500 clients and provide top-notch service. You will handle various responsibilities such as claims support and billing management, while also actively marketing additional services. Building strong client relationships will be integral to this position's success.
Key Responsibilities:
• Oversee a personal book of business tailored to client needs
• Deliver first-class client interactions and service quality
• Follow-up on active claims for client updates
• Manage billing processes and keep policies active
• Identify sales opportunities for additional coverage options
Requirements:
• Must possess an active OTL or RIBO license
• At least two years of experience in insurance
• Strong organizational skills required