Insurance Sales Representative

1 week ago

Slave Lake, 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're a team of like-minded professionals who provide exceptional customer service and carry ourselves with professionalism. Our success is built on investing in our employees, offering opportunities for growth, and valuing our team members as our most important assets.

Job Summary

We're seeking a Personal Insurance Advisor to join our Personal Insurance team in Slave Lake, AB, working on a Permanent Full-Time basis. As a key member of our team, you'll be responsible for servicing ongoing client needs, advising on insurance matters, and selling new policies to existing and new clients.

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.

Requirements

  • 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.

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