Personal Insurance Advisor
Location
city of moncton, nb
Job Type
Full-time
Category
Other-General
Posted
June 14, 2026
About the role
We are looking for a Bilingual Personal Insurance Advisor to work out of our Moncton, NB office on a permanent full-time basis and join our growing team.
What you’ll do here:
- Service on-going client needs, advise on insurance matters, conduct needs assessment, recommend solutions, answer inquiries, conduct care calls and process renewals.
- Sell new policies/write new business to existing or new clients, retain existing book of business.
- Quote new business through outbound call initiatives, introductory letters and receive walk-in clients.
- Contact Underwriters and Adjusters to discuss guidelines and policy.
- Prepare documentation for insurers, complete applications for clients, issue insurance certificates, process changes and review renewals.
- Keep current on underwriting rules and workflow processes.
- Actively participate in training initiatives.
- Participate in community marke...