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Personal Insurance Advisor

2 months ago

Northeastern Manitoulin and the Islands, Canada Brokerlink Full time

We are looking for a Personal Insurance Advisor to join BrokerLink and work out of our Little Current Branch on a Permanent (FT) Basis.

Requisition Number: PERSO005588

As part of our employee promise, here are some of the many 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 for unlimited earning potential
  • 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

What the Role Entails

  • Service on-going 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

The Successful candidate will have:

  • High School and or Post-Secondary Education
  • Previous Insurance experience preferred but not required.
  • 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

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

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