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Insurance Advisor

2 months ago

Milton, Ontario, Canada BrokerLink Insurance Full time
{"title": "Personal Insurance Advisor", "description": "Role Overview

At BrokerLink Insurance, we're seeking a skilled Personal Insurance Advisor to join our team in Milton, Ontario. As a key member of our team, you'll be responsible for providing exceptional customer service, advising on insurance matters, and conducting needs assessments to recommend solutions.

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.
  • Minimum 1-year Personal Insurance experience preferred.
  • 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.
  • 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 2022.
Accommodations

We are committed to providing an accessible environment. Accommodations are available on request for candidates taking part in the selection process.

Our Commitment to Diversity and Inclusion

We value diversity and are committed to creating an inclusive workplace that inspires each of us to be the best we can be. We want to foster a workplace that makes all our team members and customers feel welcome and appreciated.

"}