Personal Insurance Advisor

3 weeks ago


Richmond Hill, Canada BrokerLink Full time

Join to apply for the Personal Insurance Advisor role at BrokerLink. We are looking for a Personal Insurance Advisor to join Deeks Insurance at our Richmond Hill, ON office on a permanently full‑time basis. Being a part of Deeks Insurance (owned by BrokerLink) means living our values: act with integrity, respect others, maintain a customer‑driven mindset, strive for excellence, and treat others with generosity. These values guide our diversity and inclusion efforts to create a respectful and inclusive work environment. Employee Perks 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 regularly recognized as one of Canada’s best employers such as Kincentric 2024 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 If you feel you have the equivalent skills, please apply* High School and/or Post‑Secondary Education Minimum 1‑year personal insurance experience preferred Level 1 RIBO 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. 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 Referrals increase your chances of interviewing at BrokerLink by 2x. Seniority level: Entry level. Employment type: Full time. Job function: Sales and Business Development. Industry: Insurance. #J-18808-Ljbffr



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