Personal Insurance Advisor

11 hours ago

Toronto, Ontario, Canada BrokerLink Insurance Full time

We're seeking a skilled Personal Insurance Advisor to join our team in Toronto or Newmarket on a permanent full-time basis.

BrokerLink is a leading insurance brokerage with over 200 offices across Canada, committed to creating an inclusive workplace that inspires each of us to be the best we can be.

Our team values integrity, respect, customer-driven mindset, and excellence, and we're looking for someone who shares these values.

We offer a competitive compensation package, flexible health and dental insurance benefits, personal spending amount, RRSP and ESPP programs, and more.

As a Personal Insurance Advisor, you'll be responsible for servicing ongoing client needs, selling new policies, quoting new business, and keeping current on underwriting rules and workflow processes.

Requirements include a high school and/or post-secondary education, minimum of 3 years Personal Insurance experience, RIBO License, and strong customer focus, analytical and organizational skills, and excellent verbal and written communication skills.

We thank all applicants for their interest, but only those selected for an interview will be contacted.

  • 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
  • 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
  • Minimum of 3 years Personal Insurance experience
  • RIBO License
  • 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

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