Insurance Advisor, Sales & Service at Gallagher | CA | Rezi

Insurance Advisor, Sales & Service at Gallagher

Insurance Advisor, Sales & Service

Gallagher · CA

1 weeks ago

Insurance Advisor, Sales & Service

Gallagher · CA

8 days ago
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About the Role

We are looking for a client-centric Insurance Advisor to join our growing team. This is a fantastic opportunity for a growth & service-oriented professional who holds themselves to the highest standards and aligns their success with that of the customer.

Responsibilities

  • Assist prospective insurance clients provided by APOLLO
  • Assess client needs to advise on coverage requirements
  • Engage with prospective clients to convert requests into customers
  • Offer continuous support from information gathering, quote, and bind to deliver a seamless client experience
  • Recommend operational improvements to enhance customer experience
  • Provide feedback and insights to enhance product offerings
  • Service APOLLO’s book of business and provide top-notch customer service through live-chat, email, and phone
  • Ensure clients understand policy coverage and exclusions through clear communication
  • Maintain current customer base by delivering exceptional service with a strong sense of ownership
  • Report new claims and guide clients through the claims process with empathy
  • Demonstrate a thorough understanding of APOLLO products and assist clients with questions, policy changes, and inquiries
  • Other duties as assigned

Requirements

  • 1+ years of experience in a Broker/Advisor role
  • RIBO License required
  • Experience with personal lines insurance products and claims process
  • Passion for Sales & Customer Service
  • Excellent written and verbal communication skills
  • Attention to detail and demonstrated flexibility in managing multiple clients
  • Independent, self-motivated, ambitious, and competitive individual able to thrive in a fast-paced environment

Work Type

  • Full-time

Experience Level

  • 1+ years of experience

Salary/Compensations

  • Competitive compensation

Benefits

  • Comprehensive benefits programs designed to support your well-being
  • Career development opportunities and ongoing learning
  • A collaborative, people-first culture with accessible leadership
  • The opportunity to do meaningful work with global reach and local impact

About the Company

  • Gallagher helps clients face risk with confidence, enabling them to grow, lead, and innovate.
  • APOLLO Insurance Agency Ltd. and APOLLO Insurance Solutions Ltd. are subsidiaries of Arthur J. Gallagher Canada Limited.
  • APOLLO is Canada’s leading insurtech, providing comprehensive and cost-effective tenant and small business insurance.
  • APOLLO replaces the traditional insurance buying process with a simple and immediate digital ecommerce experience.
  • APOLLO is a team of empowered and motivated individuals committed to disrupting a $5 trillion dollar global industry.
  • APOLLO has won multiple awards and recognition including Insurance Business Canada’s 5-Star MGA 2025, Prestige Awards Insurance Provider of the Year 2025, Proptech30 2025, Insurance Business Canada’s 5-Star Claims 2024, Insurance Business Canada’s Top Insurance Employer 2022 & 2021 and Digital Innovator of the Year 2022, Insurance-Canada.ca’s 2021 Technology Award, and LinkedIn’s Top Startups 2021.

Equal Opportunity

  • Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled)