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Insurance Solutions Consultant

3 months ago


Thunder Bay, Ontario, Canada BrokerLink Full time

At BrokerLink, we embody our core values: integrity, respect, customer focus, excellence, and generosity. These principles guide our commitment to fostering a diverse and inclusive workplace where everyone feels valued.

We seek individuals who are dedicated to delivering exceptional customer service and maintain a high level of professionalism.

We are committed to your growth and success. Our mission of 'helping people' inspires us to retain top talent for the long term. We strive to nurture the potential of every team member by providing numerous opportunities for development and a supportive environment that recognizes our most valuable asset: you. With over 200 locations across Canada, we also offer flexible work arrangements.

We are currently in search of a Personal Insurance Advisor to join our team.

As part of our employee commitment, here are some of the many benefits of working with us:

  • Comprehensive health and dental insurance package
  • Personal spending account to support your wellness
  • RRSP with company matching
  • Employee Share Purchase Plan with matching options
  • Flexible dress code to suit your daily activities
  • Competitive salary with bonus opportunities for unlimited earning potential
  • Employee discounts with various partners
  • Generous Paid Time Off, including personal days, volunteer days, and vacation time
  • Recognition as one of Canada's top employers

Key Responsibilities:

  • Address ongoing client needs, provide insurance advice, conduct assessments, recommend solutions, respond to inquiries, and manage renewals
  • Generate new business by selling policies to both existing and new clients while maintaining the current portfolio
  • Initiate quotes for new business through outreach and engagement with potential clients
  • Collaborate with Underwriters and Adjusters regarding guidelines and policies
  • Prepare necessary documentation for insurers, complete client applications, issue certificates, and process changes
  • Stay informed on underwriting standards and workflow
  • Engage in training and development initiatives
  • Participate in community outreach and marketing efforts
  • Manage Accounts Receivable tasks
  • Provide assistance and guidance as needed

The Ideal Candidate Will Possess:

  • High School diploma or Post-Secondary education
  • Previous experience in insurance is preferred but not mandatory
  • RIBO License is an asset
  • Familiarity with Epic software is beneficial
  • Strong customer service orientation
  • Proven ability to manage multiple priorities effectively
  • Excellent analytical and organizational capabilities
  • Strong verbal and written communication skills
  • Ability to pass background and credit checks