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Personal Insurance Advisor

2 months ago

Little Current, Ontario, Canada BrokerLink Insurance Full time

Job Title: Personal Insurance Advisor

Company: BrokerLink

At BrokerLink, we're committed to creating a workplace that values diversity and inclusion. We're looking for a talented Personal Insurance Advisor to join our team in Little Current, Canada.

About Us

We're a leading insurance brokerage with over 200 offices across Canada. Our mission is to provide exceptional customer service and help people achieve their goals. We're passionate about building strong relationships with our clients and colleagues.

Job Summary

We're seeking a highly motivated and customer-focused Personal Insurance Advisor to join our team. As a Personal Insurance Advisor, you'll be responsible for providing expert advice and guidance to clients on their insurance needs. You'll work closely with our clients to understand their goals and objectives, and develop tailored solutions to meet their needs.

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

Requirements

  • High School and/or Post-Secondary Education
  • Previous Insurance experience preferred but not required
  • RIBO License preferred
  • 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

What We Offer

  • 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 for unlimited earning potential
  • 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

Why Join Us?

We're committed to creating a workplace that inspires each of us to be the best we can be. We value diversity and inclusion, and we're passionate about building strong relationships with our clients and colleagues. If you're a motivated and customer-focused individual who is passionate about insurance, we'd love to hear from you.