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Insurance Advisor

2 months ago

Lethbridge, Alberta, Canada BrokerLink Full time
{"title": "Commercial Insurance Advisor", "description": "About the Role

At BrokerLink, we're committed to living our values of integrity, respect, customer-driven mindset, excellence, and generosity. We're seeking a Commercial Insurance Advisor to join our team in Lethbridge, AB, working on a permanent full-time basis.

Key Responsibilities
  • Service Independent Business Unit accounts
  • Provide customers with prompt service by offering advice, helping them understand insurance, and discussing customer concerns
  • Receive and process all incoming Commercial paperwork
  • Assist with quotes to customers, review existing coverage, and update customer file information
  • Prepare documentation for insurers, complete applications for new clients, and issue insurance certificates
  • Process endorsements, invoices, and follow up on payments
  • Communicate with Insurance companies, negotiate with underwriters on customers' behalf, negotiate renewal of terms, and follow up with Adjusters on claims status
  • Source and obtain additional information requested by the underwriter and complete applications
  • Be a part of the billing team – answer client calls regarding payments
Requirements
  • High School and/or Post-Secondary Education
  • Commercial Insurance experience is an asset
  • Alberta General Level 1 License is an asset
  • Exposure to Epic is an asset
  • Previous sales experience is an asset
  • Demonstrated ability to handle multiple priorities successfully
  • Strong analytical and organizational skills
  • Excellent verbal and written communication skills
  • Ability to pass a criminal and credit check
What We Offer
  • 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 2023
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