Personal Insurance Advisor

7 days ago


Windsor, Ontario, Canada BrokerLink Insurance Full time

Personal Insurance Advisor

Join our team at BrokerLink, a leading insurance brokerage with over 200 offices across Canada, as a Personal Insurance Advisor. We're looking for a motivated and customer-focused individual to work out of our Windsor, NS office on a permanent, full-time basis.

About BrokerLink

BrokerLink is a dynamic and inclusive workplace that values diversity and strives to create an environment where everyone feels welcome and appreciated. We're committed to providing an accessible environment and accommodations are available on request for candidates taking part in the selection process.

Our Values

We live by our values of integrity, respect, customer-driven mindset, excellence, and generosity. These values drive our diversity and inclusion efforts to ensure a respectful and inclusive work environment.

What We Offer

  • Competitive Compensation Package with bonus aspect
  • 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
  • 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
  • Recognition as One of Canada's Best Employers

Job Responsibilities

  • 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

Requirements

  • High School and/or Post-Secondary Education
  • A valid insurance license for the Province of Nova Scotia or willingness 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

We're Looking for a Team Player

We want to invest in you and your success. If you're a motivated and customer-focused individual who is passionate about providing exceptional service, we encourage you to apply. We thank all applicants for their interest, but only those selected for an interview will be contacted.



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