Insurance Advisor

2 weeks ago

Canmore, Canada BrokerLink Insurance Full time
Insurance Advisor - Personal Lines

At BrokerLink, we're looking for a skilled Insurance Advisor to join our Personal Lines team. 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

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 is 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

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

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