Insurance Advisor

4 weeks ago


Slave Lake, Canada BrokerLink Insurance Full time
Role Overview

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.
Requirements
  • 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.
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.
  • 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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