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Insurance Advisor
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As a Personal Insurance Advisor at BrokerLink Insurance, you will play a vital role in providing exceptional customer service and delivering tailored insurance solutions to our clients. Your expertise will help individuals and families navigate the complexities of personal insurance, ensuring they have the right coverage to protect their assets and loved ones.
Key Responsibilities- 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
- High School and/or Post-Secondary Education
- Minimum of 3 years Personal Insurance experience preferred
- A valid insurance license for the Province of Nova Scotia or willing to obtain same
- Exposure to Epic is an asset
- Strong customer focus
- Demonstrated ability to handle multiple priorities successfully
- Strong analytical and organizational skills
- Excellent verbal and written communication skills
BrokerLink Insurance is committed to creating and maintaining an inclusive environment that values diversity and sees it as our strength. We strive to foster a workplace that makes all our team members and customers feel welcome and appreciated.
We are a leading insurance brokerage with over 200 offices across Canada, dedicated to providing exceptional service and delivering tailored insurance solutions to our clients.
We value diversity and are committed to creating an inclusive workplace that inspires each of us to be the best we can be.
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