Real Estate Sales Representative

Salary $55,000- $60,000 + Commissions.

Our client is looking for a "Personal Insurance Advisor" to join their team.

As a Personal Insurance Advisor, you’ll be responsible for providing exceptional in...

CA $50,000.00 yearly

Full-time

Royal LePage is committed to helping you launch your real estate career by providing the industry-leading training, lead generation and technology you need to accelerate your growth.

With a culture ...

Role: Personal Insurance Advisor

Employment Type
:
Full Time

Working Model
:
Office

Compensation
:
Salary $55,000- $60,000 + Commissions

Vacation
:
Yes

Our client is looking for a "Personal Insurance Advisor" to join their team.

As a Personal Insurance Advisor, you’ll be responsible for providing exceptional insurance advice and service to our clients while growing and retaining a book of business. You’ll build strong client relationships, understand their insurance needs, recommend appropriate solutions, and ensure clients receive a high level of ongoing care.

• Service ongoing client needs, provide professional insurance advice, conduct needs assessments, recommend appropriate solutions, and respond to client inquiries.
• Build and maintain strong, long‑term relationships with clients through proactive and personalized service.
• Conduct client care calls and proactively identify opportunities to review and improve clients’ insurance programs.
• Review renewals with clients, identify coverage gaps and opportunities, and recommend appropriate changes.
• Act as a trusted advisor and primary point of contact for clients, taking ownership of their insurance needs.
• Sell new policies and write new business for existing and prospective clients while retaining and growing the existing book of business.
• Handle inbound new business inquiries, provide quotes and coverage recommendations, and follow up with prospects to convert opportunities into new clients.
• Generate new business through inbound calls, client referrals, introductory letters, walk‑in clients, and other brokerage initiatives.
• Identify and pursue cross‑selling and account‑rounding opportunities within the existing client base.
• Meet or exceed established new business, retention, and revenue targets.
• Actively contribute to the growth and profitability of the personal insurance portfolio.

• Prepare documentation for insurers and complete applications accurately and efficiently.
• Issue insurance certificates, process policy changes, and complete other policy transactions.
• Review and process renewals in a timely manner.
• Maintain accurate and up-to-date client and policy information within the brokerage management system.
• Process accounts receivable activities and follow up on outstanding client balances as required.
• Ensure all documentation and transactions are completed in accordance with brokerage and insurer procedures.

• Communicate with underwriters and claims adjusters regarding policy coverage, underwriting guidelines, claims, and client‑specific situations.
• Maintain current knowledge of insurer products, coverage options, underwriting guidelines, markets, and brokerage procedures.
• Keep current on changes to underwriting rules, insurer guidelines, products, and workflow processes.
• Stay informed about industry developments that may affect clients and the brokerage.
• Actively participate in training, professional development, and continuing education initiatives.
• Maintain all required licensing and professional qualifications.

• Work collaboratively with colleagues and provide guidance and assistance as requested.
• Contribute to a positive, professional, and team‑oriented workplace.
• Participate in community marketing, networking, and business‑development…