Personal Insurance Advisor
4 weeks ago
Being a part of BrokerLink means living our values: acting with integrity, respecting others, staying customer‑focused, striving for excellence, and treating everyone with generosity. These values drive our diversity and inclusion efforts to create a respectful and inclusive workplace.We seek individuals who provide the highest level of customer service and conduct themselves with utmost professionalism. We invest in your success—your success is our success—by offering countless growth opportunities and valuing what you bring to the team. With over 200 offices across Canada, we provide flexible work arrangements.Personal Insurance AdvisorLocation: Perth, Eastern Ontario RegionEmployment: Permanent Full-TimeBenefitsBare‑bones health and dental insurance packagePersonal spending allowance for a healthy lifestyleRRSP with company matchingEmployee Share Purchase Plan (TSX:IFC) with matching“Dress for your day” policyCompetitive compensation with bonusEmployee discount program (Apple, Bell, Rogers, and more)Paid time off: personal days, volunteer days, exam/study time, jury duty, and starting at 3 weeks of vacation per yearEmployer recognized as one of Canada’s best employers by Kincentric 2024What the Role EntailsServe ongoing client needs, advise on insurance matters, conduct needs assessment, recommend solutions, answer inquiries, conduct care calls, and process renewalsSell new policies/write new business to existing or new clients and retain existing book of businessQuote new business through outbound calls, introductory letters, and walk‑in clientsContact underwriters and adjusters to discuss guidelines and policy mattersPrepare documentation for insurers, complete applications, issue certificates, process changes, and review renewalsMaintain current knowledge of underwriting rules and workflow processesActively participate in training initiativesParticipate in community marketing initiativesProcess account receivable activitiesProvide guidance and assistance as requestedThe Successful Candidate Will HaveEquivalent skills and experience are welcome—please apply*High school or post‑secondary educationMinimum 1‑year personal insurance experience preferredRIBO license preferredExperience with Epic is an assetStrong customer focusDemonstrated ability to handle multiple priorities successfullyStrong analytical and organizational skillsExcellent verbal and written communication skills in English and French preferredAbility to pass a criminal background check and credit checkWe thank all applicants for their interest; only those selected for an interview will be contacted.BrokerLink is committed to providing an accessible environment. Accommodations are available on request for candidates during the selection process.BrokerLink strives to create and maintain an inclusive environment that embraces our diversities and celebrates them as our strength. We want to foster a workplace where all team members and customers feel welcome and appreciated.Discover more about BrokerLink at https://www.brokerlink.ca/campaign/discover-brokerlink.Seniority levelEntry levelEmployment typeFull‑timeJob functionSales and Business DevelopmentIndustriesInsurance #J-18808-Ljbffr
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Southwestern Ontario, Canada BrokerLink - Eastern Ontario Region Full timeA leading insurance brokerage firm in Southwestern Ontario is seeking a Personal Insurance Advisor for their Perth office. Candidates should possess strong customer service skills and ideally have a year of experience in personal insurance. Responsibilities include servicing client needs, selling new policies, and handling essential documentation. The...
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