Process Improvement Manager

POSITION OVERVIEW The Advisor, Personal Insurance plays a crucial role in responding to inbound quote requests for Personal Insurance across various sales channels. The primary objective will be to meet or exceed monthly and annual sales targets by delivering exceptional customer experiences through consultative selling. The Advisor, Personal Insurance will assess potential clients' insurance needs, offer coverage recommendations, and conduct risk assessments. This role focuses on driving continuous revenue growth while ensuring the focus remains on New Business acquisition.

This is a hybrid role with the flexibility to work in-office or in-branch based on the needs of the role and/or as required be management. Achieve sales targets through strategic planning and execution.
Cultivate external referrals to expand client base and build client pipelines.
Engage actively in local networking groups to enhance brand visibility and build community relationships.
Implement effective external communication strategies, adhering to social media guidelines, to strengthen online presence and brand recognition.
Facilitate referral and cross-selling initiatives across departments including Commercial Insurance and Private Client Solutions.
Develop and maintain a comprehensive understanding of insurance manuals, best practices, standards, policies, and systems.
Continuously enhance sales proficiency through ongoing self-learning and professional development.
Collaborate closely with Navacord's Personal Support Team, Insurers, Commercial Insurance team, and other stakeholders to optimize customer service and operational efficiency.

Customer Engagement
Engage in consultative walk-in, virtual, or phone-based sales processes to acquire new Personal Insurance clients.
Demonstrate strong technical insurance knowledge, effectively marketing and assisting customers.
Generate and follow up on future new business leads to drive sales growth.
Identifies customer needs, coverage gaps, and cross-selling opportunities to enhance customer protection.

SALES PERFORMANCE

Achieve and surpass sales targets, driving business growth while strictly adhering to Navacord’s standards and underwriting guidelines.
Ensure New Business is written with the utmost attention to detail and accuracy.
Maintain up-to-date and precise client information and insurance policy details in applicable systems.
Identify customer needs, address coverage gaps, and seize cross-selling opportunities.
Minimum of 2 years of experience in Personal Insurance.
Holds a minimum Level 1 Insurance License, working towards Level 2.
Committed to delivering excellent customer service and sales, building strong client relationships.
Displays accountability and reliability in producing quality work within deadlines.
Adaptable, flexible, and resilient in the face of new and unique situations.
Proficiency in using insurance management software such as EPIC and Microsoft Office Suite.

Navacord is deeply committed to fostering a workplace that embraces diversity, equity, and inclusion. We actively encourage women, Indigenous peoples, members of visible minorities, people with disabilities, and LGBTQ2+ persons to apply.

If you require accommodations during the recruitment process or in the workplace due to a disability or other needs, please let us know. Internal equity to ensure fairness across the organization and region/location is also considered.