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Added 2 mins ago
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Senior Site Reliability Specialist (SRE) – Equity Trading Platform
CGI
Montreal, QC
- Full-time
…provide the best possible digital experience for our trading, sales, and operations teams in the Americas and globally. You’ll also contribute to the broader digital transformation agenda…
Added 2 mins ago
SI
HRIS Senior Advisor - Workday
Saputo Inc.
Montreal, QC
- Full-time
Saputo Inc. is seeking a HRIS Senior Advisor - Workday, for an existing opportunity within our organization. The Workday Advisor will participate in supporting the implementation and…
Added 16 mins ago
Technical Account Manager (TAM)
Web Hosting Canada (WHC)
Montreal, QC
WHC is looking for a Technical Account Manager to support our premium and VIP customers as their trusted technical advisor. Reporting to the Director of Customer Care, you’ll own the…
Added 16 mins ago
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Insurance Advisor - Life, Health & Wealth
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Charlottetown, PE
- Full-time
We are looking for self-motivated, highly driven and entrepreneurial individuals to join our Field Sales team at RBC Insurance. As an accredited Insurance Advisor Life, Health & Wealth…
Added 1 hour ago
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Client Director
helloDarwin
Montreal, QC
- Full-time
We're looking for an Executive Advisor to take ownership of a large client portfolio and the team that serves it, made up of account managers and analysts. This is a strategic advisory role…
Added 1 hour ago
LE
Director, Human Resources
LG Electronics Canada
Toronto, ON · North York, ON
- Full-time
As Director, Human Resources for LG Electronics Canada, you will serve as a trusted advisor, delivering both strategic counsel and hands-on execution. This role requires commercially minded…
Added 1 hour ago
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Senior Cloud Service Manager- Financial Services
OpenText
Richmond Hill, ON
- Full-time
Act as the trusted advisor and primary relationship owner for assigned customers.
Added 1 hour ago
Director, Human Resources
Human Resources
Toronto, ON
As Director, Human Resources for LG Electronics Canada, you will serve as a trusted advisor, delivering both strategic counsel and hands-on execution. This role requires commercially minded…
Added 1 hour ago
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Beauty Advisor - Part Time
sephora.com
Red Deer, AB
- $17 to $20 CAD / hour
Your role at Sephora Canada: As a Beauty Advisor, you'll be the face of Sephora Canada’s welcoming every client with warmth, confidence, and a passion for all things beauty. Through…
Added 1 hour ago
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Paid Services Beauty Advisor - Full Time
sephora.com
Milton, ON
- $19.7 to $23.2 CAD / hour
- Full-time
As our Paid Service Beauty Advisor, you are an expert in all thing’s beauty! You’re here to guide our clients on their beauty journey at the Beauty Studio & beyond. It’s not just about the…
Added 1 hour ago
RB
Banking Advisor
Royal Bank of Canada
Hanover, ON
- Full-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 1 hour ago
RB
Client Advisor
Royal Bank of Canada
Foremost, AB
- Part-time
Client Advisor Intern – Job ID Code 2251 | Client Advisor – Job ID Code 2252
Added 1 hour ago
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Financial Advisor
Royal Bank of Canada
Moose Jaw, SK
- Full-time
Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities
Added 2 hours ago
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Bilingual Sales Associate, Apartments.com - Montréal, Québec
CoStar
Montreal, QC
- Full-time
…their new place, is continuing to grow our industry-leading sales force. We provide apartment Property Managers and Owners with a platform to market their property listings and the…
Added 2 hours ago
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Industrial Sales Representative
East Penn Canada: Backup Power Division
Mississauga, ON
- Full-time
…solutions provider serving essential industries across Canada. Our sales team supports customers across transportation, motive power, backup power, and consumer markets, creating ongoing…
Added 2 hours ago
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Enterprise Account Executive
Gumloop
Vancouver, BC
- Full-time
Own the entire sales process from prospecting to close for Fortune 1000 companies with deal sizes in the six to seven figure range, navigating complex multi-stakeholder environments across…
Added 3 hours ago
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Financial Advisor Wealth Advice Centre
ATB
Airdrie, AB · Alexis Whitecourt 232, AB · Andrew, AB · Athabasca, AB · Banff, AB · Barrhead, AB · Beaumont, AB · Beaverlodge, AB · Bonnyville, AB · Bow Island, AB · Boyle, AB · Breton, AB · Brooks, AB · Calgary, AB · Camrose, AB · Canmore, AB · Cardston, AB · Caroline, AB · Carstairs, AB · Castor, AB · Chestermere, AB · Claresholm, AB · Coaldale, AB · Cochrane, AB · Cold Lake, AB · Consort, AB · Coronation, AB · Crossfield, AB · Didsbury, AB · Drayton Valley, AB · Drumheller, AB · Edmonton, AB · Edson, AB · Elk Point, AB · Fairview, AB · Falher, AB · Foremost, AB · Forestburg, AB · Fort Macleod, AB · Fort McMurray, AB · Fort Saskatchewan, AB · Fort Vermilion, AB · Grande Prairie, AB · Granum, AB · Grimshaw, AB · Hanna, AB · High Level, AB · High Prairie, AB · Hinton, AB · Hythe, AB · Innisfail, AB · Jasper, AB · Killam, AB · La Crête, AB · Lac la Biche, AB · Lacombe, AB · Lamont, AB · Leduc, AB · Lethbridge, AB · Linden, AB · Magrath, AB · Manning, AB · Mayerthorpe, AB · Medicine Hat, AB · Milk River, AB · Nanton, AB · Okotoks, AB · Olds, AB · Onoway, AB · Oyen, AB · Peace River, AB · Picture Butte, AB · Pincher Creek, AB · Ponoka, AB · Provost, AB · Raymond, AB · Red Deer, AB · Redwater, AB · Rimbey, AB · Rocky Mountain House, AB · Rycroft, AB · Sherwood Park, AB · Slave Lake, AB · Smoky Lake, AB · Spirit River, AB · Spruce Grove, AB · St. Albert, AB · St. Paul, AB · Stettler, AB · Stony Plain, AB · Strathmore, AB · Sundre, AB · Sylvan Lake, AB · Taber, AB · Thorsby, AB · Three Hills, AB · Tofield, AB · Trochu, AB · Two Hills, AB · Valleyview, AB · Vegreville, AB · Vermilion, AB · Viking, AB · Vulcan, AB · Wainwright, AB · Westlock, AB · Wetaskiwin, AB · Wildwood, AB · AB · Lloydminster, SK · Diamond Valley, AB,CA · Whitecourt, AB,CA
- Full-time
As ATB Wealth’s next Financial Advisor in our Wealth Advice Centre, you will be responsible for supporting new and existing clients through a variety of digital channels. For example,…
Added 3 hours ago
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Beauty Advisor/Artist Beauty Advisor
Estée Lauder Companies
Montreal, QC
- Full-time
Added 3 hours ago
C
Bilingual Sales Associate, Apartments.com - Montréal, Québec
CoStar
Montreal, QC
- Full-time
…their new place, is continuing to grow our industry-leading sales force. We provide apartment Property Managers and Owners with a platform to market their property listings and the…
Added 3 hours ago
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Spec, Planning & Business Partnership - Finance
Vale
Canada
- Full-time
…controls, and performance management, you act as a trusted advisor to Finance leadership - pairing practical Finance knowledge with a strong grasp of enterprise systems, digital platforms,…
Added 3 hours ago
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Client Solutions Lead
Insight
Remote, Canada
- Full-time
- Remote
Proven track record in Services sales, solutions consulting, or client success with measurable growth results.
Added 3 hours ago
RB
Financial Advisor
Royal Bank of Canada
Wellington North, ON
- Full-time
As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You…
Added 3 hours ago
RB
Banking Advisor
Royal Bank of Canada
Whitecourt, AB
- Full-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 4 hours ago
EL
Head of AI Product – Trust Intelligence
EnStream LP
Toronto, ON
- Full-time
Design proof-of-value pilots and support Sales and Solutions Engineering through to production adoption.
Added 4 hours ago
TW
Senior Financial Advisor
Thrive Wealth Management
Regina, SK
- Full-time
Senior Financial Advisor - Member Contact Centre

Waypoint

Advisor, Personal Insurance

Port Hardy, BC, Canada

$45,000 to $70,000 CAD / year · Full-time

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Job details

Pay: $45,000 to $70,000 CAD / year
Job type: Full-time
Apply by: Dec 2, 2026
Experience: Minimum of 1 year of Auto Insurance experience.
Posting language: English
Posted: Nov 2, 2026

Original job description

POSITION OVERVIEW

The Advisor, Personal Insurance [Renewal] will drive revenue growth by achieving annual sales targets through effective customer management and service strategies. Responsibilities include analyzing risk factors across various policies, overseeing seamless policy renewals, reviewing product terms, identifying cross-selling opportunities, and maintaining high standards in customer information management. Collaborating with internal departments and external stakeholders, the Advisor, Personal Insurance [Renewal] will uphold operational excellence and contribute to continuous improvement.

This is an on-site role at our Port Hardy location.

RESPONSIBILITIES:

Sales Management

Develop a comprehensive understanding of the insurance market landscape, staying ahead of industry trends and product offerings.
Assess and analyze risk factors associated with various insurance policies, particularly in areas such as tenant, homeowner, annual travel, owner-occupied RV, and special event policies.
Achieves all established retention targets while adhering to Waypoint's standards and underwriting guidelines.
Manage and maintain a portfolio of customers, ensuring all policies in-force (PIF) counts meet or exceed designated targets.

Customer Experience

Successfully renews policies by thoroughly reviewing current coverages and providing tailored recommendations based on individual customer needs.
Conducts comprehensive reviews of product terms and conditions, including coverages, limits, and exclusions, to minimize errors and omissions.
Ensures accurate maintenance of customer information and insurance policy details within relevant systems.
Processes endorsements, cancellations, and adjustments for insurance policies and additional products/services.
Utilizes active listening and investigative skills to resolve potential challenges with policy renewals.
Identifies customer needs, coverage gaps, and cross-selling opportunities to enhance customer protection.
Issues renewal documents, endorsements, and cancellations for insurance policies and additional products/services.
Manages payment processing and diligently follows up on outstanding payments.
Maintains stringent processing standards, ensuring data accuracy, confidentiality, and timeliness.
Develops and sustains a comprehensive understanding of insurance manuals, best practices, standards, policies, and systems.
Handle non-complex customer requests efficiently, such as issuing policy copies, providing receipts for payments, and processing payment-related inquiries.
Provide exceptional customer service to both internal and external stakeholders, addressing inquiries, resolving issues, and offering tailored insurance solutions.
Executes renewal market assessments according to Waypoint's policies and customer-specific requirements.

Operational Excellence

Collaborates effectively with all other departments with Waypoint that are applicable, external stakeholders such as underwriting partners, notary, and lawyers.
Assist team members with administrative tasks, including but not limited to binders, updating client information in EPIC and Applied Rating systems, premium finance changes, and managing the PL centralized mailbox.
Engage in ongoing training and skill development, ensuring continuous improvement in insurance knowledge and brokerage operations.
Support departmental projects to ensure efficiencies.

Additional duties and responsibilities may be added during the course of employment.

REQUIREMENTS:

Minimum of 1 year of Auto Insurance experience.
Excellent verbal and written communication abilities, with a knack for asking open-ended questions to gather comprehensive risk information from customers.
Proficiency in navigating insurance policy manuals and wordings to accurately assess coverage and risk factors.
Strong analytical skills with the ability to solve problems, make informed decisions, and de-escalate situations effectively.
Detail-oriented and observant nature for conducting policy reviews and identifying necessary updates that are up to date and compliant.
Proven ability to work independently, take initiative, and continuously seek opportunities for personal and professional growth.
Adept at building and maintaining positive relationships with customer, colleagues, and external partners.
Familiarity with administrative tasks in a brokerage setting, including binder management, application processing, and customer communication.
Ability to efficiently manage multiple tasks and prioritize workload to ensure timely completion of responsibilities.
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 honour and respect the unique backgrounds, experiences, and perspectives of all individuals. 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. We will work with you to ensure the necessary arrangements are in place to support.

The salary range for this role is $45,000 to $70,000 per year. Compensation is determined by a combination of factors including a candidate’s experience, job-specific knowledge, and skills. Internal equity to ensure fairness across the organization and region/location is also considered.

Qualified candidates are invited to email their resume and cover letter to: bc.careers@navacord.com

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More about this job

Responsibilities

Manage a personal insurance customer portfolio, meet sales and retention targets, assess risks, and renew policies with coverage recommendations tailored to customer needs. Process policy changes and payments, maintain accurate records, resolve customer inquiries, and collaborate with internal teams and external partners to support operational improvements.

Requirements

Requires at least one year of auto insurance experience, strong communication and analytical skills, and the ability to review policy wording and identify coverage needs. Candidates should be detail-oriented, able to manage competing tasks independently, build positive relationships, and be proficient with brokerage administration, EPIC, and Microsoft Office.

Skills

Personal Insurance
Auto Insurance
Policy Renewals
Risk Assessment
Customer Service
Sales Management
Customer Retention
Cross-Selling
Policy Review
Insurance Underwriting Guidelines
Payment Processing
Data Accuracy
Problem-Solving
Communication
EPIC
Microsoft Office

Visa sponsorship

Not detected in the job text

Keywords

Personal Insurance
Auto Insurance
Tenant Insurance
Homeowner Insurance
Annual Travel Insurance
Owner-Occupied RV Insurance
Special Event Insurance
Policy Renewals
Risk Assessment
Retention Targets
Policies In Force
Coverage Limits
Exclusions
Cross-Selling
Endorsements
Cancellations
Payment Processing
Underwriting Guidelines
Insurance Manuals
Binders
Application Processing
EPIC
Applied Rating
Microsoft Office Suite
Premium Finance
Customer Information Management

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