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Personal Insurance Advisor

2 months ago

Kentville, Nova Scotia, Canada BrokerLink Insurance Full time
Personal Insurance Advisor

Join BrokerLink, a leading insurance brokerage with over 200 offices across Canada, as a Personal Insurance Advisor. We're seeking a motivated and customer-focused individual to join our team in Kentville, NS.

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.

Job Summary

We're looking for a Personal Insurance Advisor to provide exceptional customer service, advise on insurance matters, and sell new policies to existing and new clients. As a key member of our team, you'll have the opportunity to grow and develop your skills in a supportive and collaborative environment.

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
  • 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
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 2023