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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.
Job Summary
We are seeking a highly skilled Insurance Advisor to join our team in Kitchener-Victoria, Ontario. As a key member of our team, you will provide exceptional customer service, advise on insurance matters, and conduct needs assessments to recommend solutions.
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 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.
Requirements
- High School and/or Post-Secondary Education.
- Minimum of 3 years Personal Insurance experience preferred.
- RIBO License preferred.
- 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.
Perks of Working with BrokerLink
- 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 who is regularly recognized as one of Canada's best employers such as Kincentric 2022.
