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Personal Insurance Advisor
2 months ago
We are seeking a Quebec AMF licensed Experienced Personal Insurance Advisor to join our team in Ottawa Cyrville office in Eastern Ontario region on a Permanent (FT) basis.
As a key member of our team, you will be responsible for providing exceptional customer service, advising on insurance matters, and selling new policies to existing and new clients.
About the Role:- Service ongoing client needs, advise on insurance matters, conduct needs assessment, 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
- Must be bilingual in French and English
- Minimum of 3 years Personal Insurance experience preferred
- AFM License is required
- RIBO License is an asset
- 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
- Ability to pass a criminal background check and credit check
- 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.
