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Insurance Advisor
2 months ago
We are seeking a highly motivated and customer-focused Personal Insurance Advisor to join our team at BrokerLink Insurance. As a key member of our Personal Insurance team, you will be responsible for providing exceptional service to our clients, advising on insurance matters, and developing new business opportunities.
Key Responsibilities- Service ongoing client needs, advise on insurance matters, conduct needs assessments, 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 receiving walk-in clients
- Contact Underwriters and Adjusters to discuss guidelines and policy
- Prepare documentation for insurers, completing 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
- High School and/or Post-Secondary Education
- Minimum of 2 years sales experience (previous insurance sales experience preferred but not required)
- Level 1 General license or willing to obtain
- 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
BrokerLink Insurance is committed to providing an accessible environment. Accommodations are available on request for candidates taking part in the selection process. We value diversity and are committed to creating an inclusive workplace that inspires each of us to be the best we can be. Discover more about BrokerLink Insurance and our commitment to diversity and inclusion.