Personal Insurance Advisor

6 days ago

Ottawa, Ontario, Canada BrokerLink Insurance Full time
Job Title: Quebec AMF Licensed Experienced Personal Insurance Advisor

Join BrokerLink, a leading insurance brokerage with over 200 offices across Canada, as a Quebec AMF licensed Experienced Personal Insurance Advisor. We're looking for a talented individual to join our Ottawa Cyrville office in Eastern Ontario region on a permanent (full-time) basis.

About BrokerLink

BrokerLink is a customer-driven organization that values diversity and inclusion. We strive to create a respectful and inclusive work environment where our team members can thrive. Our values of integrity, respect, customer focus, excellence, and generosity drive our efforts to attract and retain top talent.

Job Summary

We're seeking a highly skilled and experienced Personal Insurance Advisor to provide exceptional customer service, advise on insurance matters, and sell new policies to existing and new clients. The successful candidate will have a strong customer focus, excellent communication skills, and the ability to handle multiple priorities successfully.

Key Responsibilities
  • Service ongoing client needs, advise on insurance matters, conduct needs assessments, recommend solutions, and answer inquiries.
  • 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.
  • Must be bilingual in French and English.
  • Minimum of 3 years Personal Insurance experience preferred.
  • AFM License is required.
  • RIBO License is an asset.
  • 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.
Perks of Working with Us
  • 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.

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

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

BrokerLink is committed to creating and maintaining an inclusive environment which embraces our diversities and sees them as our strength. We want to foster a workplace that makes all our team members and customers feel welcome and appreciated.

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