Insurance Advisor
4 weeks ago
As a Personal Insurance Advisor at BrokerLink Insurance, you will play a key role in providing exceptional customer service and sales support to our clients. This is an exciting opportunity to join a dynamic team and contribute to the growth and success of our organization.
Key Responsibilities- Service ongoing client needs, provide insurance advice, conduct needs assessments, recommend solutions, and answer inquiries.
- Sell new policies and write new business to existing or new clients, retain existing book of business.
- Quote new business through outbound call initiatives, introductory letters, and receiving 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.
- Stay up-to-date on underwriting rules and workflow processes.
- Participate in training initiatives and community marketing efforts.
- High School and/or Post-Secondary Education.
- Minimum of 2 years sales experience (previous insurance sales experience preferred but not required).
- Level 1 General license or willingness to obtain.
- Exposure to Epic is an asset.
- Strong customer focus, 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.
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Personal Insurance Advisor
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Sylvan Lake, Canada Acera Insurance Services Ltd. Full timeWe put our people first. As an employer of choice, Acera Insurance_ offers an outstanding workplace and employee culture that creates valuable opportunities for all employees._ - Our people are:_ - _ Encouraged to challenge the status quo and never stop learning in their commitment to excellence._ - _ Empowered with a sense of accountability and autonomy to...
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Slave Lake, Canada Co-operators Full timeCompany: CGIC/Co-operators Department: Western Region Employment Type: Regular Full-Time Work Model: Office Based Language: English is required The Opportunity: We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy....