Client Relations Insurance Advisor

4 weeks ago


Richmond Hill, Ontario, Canada BrokerLink Full time

BrokerLink is actively looking for a Personal Insurance Advisor to enhance their team. This role offers a Permanent Full-Time opportunity with a variety of benefits:

  • Comprehensive health and dental insurance options
  • Personal wellness spending account
  • Registered Retirement Savings Plan with company contributions
  • Employee Share Purchase Plan available
  • Flexible dress code policy
  • Attractive compensation package with performance bonuses
  • Employee discount offerings
  • Generous Paid Time Off including personal days, volunteer days, study time, jury duty, and vacation
  • Join a recognized leader in the insurance industry

Key Responsibilities:

  • Address client inquiries, provide guidance on insurance options, and perform needs assessments
  • Facilitate the sale of new policies, maintain existing accounts, and generate quotes for prospective clients
  • Engage with Underwriters and Adjusters, prepare necessary documentation, issue certificates, and manage renewals
  • Keep abreast of underwriting guidelines and training programs
  • Participate in community outreach and manage Accounts Receivable tasks

Qualifications:

  • Completion of High School or Post-Secondary Education
  • At least 1 year of experience in Personal Insurance
  • Preferred Level 1 General license; familiarity with Epic is a plus
  • Strong focus on customer service, with excellent analytical and organizational abilities
  • Outstanding communication skills and the ability to pass background checks


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