Personal Insurance Advisor

Join to apply for the Personal Insurance Advisor role at BrokerLink - Eastern Ontario Region. Work out of our Owen Sound branch in Central Ontario region on a Permanent FT basis. Being a part of BrokerLink means you live our values: to act with integrity, be respectful of others, have a customer‑driven mindset, strive for excellence, and always treat others with generosity. These values drive our diversity and inclusion efforts to ensure a respectful and inclusive work environment. We want like‑minded individuals who want to provide the highest level of customer service and carry themselves with utmost professionalism. We invest in you Your success is our success. We offer countless opportunities to grow in an environment that values our most important assets: you, our team members. No insurance experience is necessary. We provide and pay for all training to become a licensed insurance broker in Ontario. Once you’re done training, you’ll be on your way to helping people protect what’s most important to them. Benefits Flexible health and dental insurance benefits package Personal spending allowance 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 component Employee discount program, including Apple, Bell, Rogers and more Paid Time Off (Personal days, Volunteer days, Exam/Study Time, Jury Duty) starting at 3 weeks of vacation per year Employer regularly recognized as one of Canada’s best employers such as Kincentric 2024 Role Responsibilities 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 Qualifications If you feel you have the equivalent skills, please apply* Post‑secondary education (required) Relevant sales and customer service experience Desire and ability to create your own sales leads 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 Seniority level: Entry level Employment type: Full‑time Job function: Sales and Business Development Industry: Insurance Referrals increase your chances of interviewing at BrokerLink – Eastern Ontario Region by 2x. #J-18808-Ljbffr