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Insurance Advisor

2 months ago

Sault Ste Marie, Ontario, Canada BrokerLink Full time
About the Role

As a Personal Insurance Advisor at BrokerLink, you will play a vital role in providing exceptional customer service and delivering tailored insurance solutions to our clients. This is an exciting opportunity to join a dynamic team and contribute to the success of our organization.

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
About BrokerLink

BrokerLink is a leading insurance brokerage that values diversity and is committed to creating an inclusive environment that embraces our differences and sees them as our strength. We strive to foster a workplace that makes all our team members and customers feel welcome and appreciated.