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Personal Insurance Advisor

3 months ago

Canada, CA Brokerlink Inc. Full time

Job Category: Personal and Commercial Insurance

Requisition Number: PERSO005632

Apply now

  • Posted: August 15, 2024
  • Full-Time
Locations

Showing 1 location

Cambridge
1165 Franklin Blvd
Cambridge, ON N1R8E1, CAN

Being a part of BrokerLink means you live our values: to act with integrity, be respectful of others, have a customer-driven mindset, strive for excellence, and always treat others with generosity. These values drive our diversity and inclusion efforts to ensure a respectful and inclusive work environment is present.

We want like-minded individuals who want to provide the highest level of customer service and carry themselves with utmost professionalism.

We want to invest in you Your success is our success, and our purpose of 'we’re here to help people' is what motivates us to keep the amazing talent we attract for a long time. We want to bring out the best of all our team members Offering countless opportunities to grow and an environment that values our most important assets, you, our team members. We have over 200 offices across Canada; ask us about our flexible work arrangements

We are looking for an Experienced Personal Insurance Advisor to join BrokerLink in our Cambridge office in Western Ontario on a Permanent (FT) basis.

What the Role Entails:

  • Service ongoing client needs, advise on insurance matters, conduct needs assessments, 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 marketing initiatives.
  • Process Account Receivable activities.
  • Provide guidance and assistance as requested.

The Successful Candidate Will Have:

  • High School and/or Post-Secondary Education.
  • Minimum of 3 years Personal Insurance experience preferred.
  • RIBO License is required.
  • Exposure to Epic is an asset.
  • Demonstrated ability to handle multiple priorities successfully.
  • Strong analytical and organizational skills.
  • Excellent verbal and written communication skills.
  • Ability to pass a criminal background check and credit check.

As part of our employee promise, here are some of the many perks of working with us:

  • Flexible health and dental insurance benefits package.
  • Personal Spending amount to invest in your healthy lifestyle.
  • RRSP - Registered Retirement Savings Plan with Company matching.
  • ESPP - Employee Share Purchase Plan (TSX:IFC) program with matching aspect.
  • ‘Dress for your day’, dress according to your daily schedule.
  • Competitive compensation package with bonus aspect.
  • Employee discount program, including Apple, Bell, Rogers, and more
  • Paid Time Off in the form of: Personal days, Volunteer days, Exam/Study Time, Jury Duty, and starting at 3 weeks of vacation per year
  • Working for an employer who is regularly recognized as one of Canada’s best employers such as Kincentric 2023.

We thank all applicants for their interest, but only those selected for an interview will be contacted.

BrokerLink is committed to providing an accessible environment. Accommodations are available on request for candidates taking part in the selection process.

BrokerLink is committed to creating and maintaining an inclusive environment which embraces our diversities and sees them as our strength We want to foster a workplace that makes all our team members and customers feel welcome and appreciated.

At BrokerLink, we value diversity and are committed to creating an inclusive workplace that inspires each of us to be the best we can be. Join our team and make a difference

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