Commercial Insurance Advisor

3 days ago

Kitchener, Ontario, Canada BrokerLink Full time

About BrokerLink

BrokerLink is a leading insurance brokerage firm that values integrity, respect, and customer-driven service. We strive for excellence and treat others with generosity, creating a diverse and inclusive work environment.

Our Culture

We want like-minded individuals who provide exceptional customer service, carry themselves with professionalism, and are committed to growth and development. Our purpose is to help people, and we invest in our team members to bring out the best in them.

Job Summary

We are seeking a Commercial Insurance Advisor to join our team in Kitchener, Ontario, working on a permanent full-time basis. As a key member of our team, you will be responsible for servicing independent business unit accounts, contributing to new business growth, and providing exceptional customer service.

Key Responsibilities

  • Service independent business unit accounts
  • Contribute to new business growth by selling new policies, quoting policies, reviewing renewals, and achieving growth targets
  • Quote new business through referrals, cold calls, and introductory levels, as well as through walk-in clients
  • Provide customers with prompt service by providing advice, helping customers understand insurance, discussing customer concerns
  • Review and provide processing instructions on all incoming commercial paperwork
  • Prepare documentation for insurers, complete applications for new clients, issue insurance certificates
  • Review and provide processing instructions on endorsements, and follow up on payments
  • Communicate with insurance companies, negotiate with underwriters on customers' behalf, negotiate renewal of terms, follow up with adjusters on claims status
  • Source and obtain additional information requested by the underwriter and complete applications

Requirements

  • High School Diploma and/or Post-Secondary Education
  • Two or more years of customer service experience
  • Sales experience in any other industry is an asset
  • 1 to 3 years of experience in the insurance industry is an asset
  • RIBO Insurance License is preferred or must obtain upon hire
  • Exposure to EPIC is an asset
  • Proficient in MS Office – Word, Excel, Outlook
  • Excellent customer service skills and adept in conflict resolution
  • Demonstrated ability to handle multiple priorities successfully
  • Strong analytical and organizational skills
  • Excellent verbal and written communication skills

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