Personal Insurance Advisor

Overview Join to apply for the Personal Insurance Advisor role at BrokerLink. We are looking for like-minded individuals who want to provide the highest level of customer service, who carry themselves with utmost professionalism, and who share our values: integrity, respect for others, a customer-driven mindset, strive for excellence, and generosity. These values drive our diversity and inclusion efforts to ensure a respectful and inclusive work environment is present. We want to invest in you and support your success as part of our purpose of “we’re here to help people.” We have over 200 offices across Canada and offer flexible work arrangements. We are looking for a Personal Insurance Advisor to join BrokerLink and work out of our Milton branch in our Southern Ontario region, on a Permanent FT basis. 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 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 2024 Role Responsibilities Service ongoing 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 If you feel you have the equivalent skills, please apply* 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 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. Discover more about BrokerLink Visit our new dedicated Webpage - https://www.brokerlink.ca/campaign/discover-brokerlink At BrokerLink, we value diversity and are committed to creating an inclusive workplace that inspires each of us to be the best we can be. Join our team and make a difference Seniority level Entry level Employment type Full-time Job function Sales and Business Development Industries Insurance Referrals increase your chances of interviewing at BrokerLink by 2x Get notified about new Insurance Advisor jobs in Milton, Ontario, Canada. Related roles Insurance Advisor Home & Auto - Advice Centre Life & Living Benefits Insurance Advisor Licensed Insurance Advisor, Life & Health - Advice Centre Insurance Broker - Base Salary + Commission Oakville, Ontario, Canada CA$95,000.00-CA$115,000.00 Commercial Insurance Advisor - Small Business Solutions We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr