Experienced Personal Insurance Advisor

4 weeks ago


Niagara Falls, Canada BrokerLink Full time

Join the Experienced Personal Insurance Advisor role at BrokerLink Being a part of BrokerLink means you live our values: to act with integrity, be respectful, 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 provide the highest level of customer service, carry themselves with utmost professionalism, and invest in their own success. We offer countless opportunities to grow in an environment that values our most important assets—our people. With over 200 offices across Canada and flexible work arrangements, we support your professional journey. 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 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 Accounts Receivable activities. Provide guidance and assistance as requested. Qualifications High School and/or Post‑Secondary Education. Minimum of 3 years Personal Insurance experience preferred. RIBO License is required. 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. If you feel you have the equivalent skills, please apply. Benefits 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. 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 #J-18808-Ljbffr



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