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Insurance Advisor
2 months ago
We are seeking a highly motivated and customer-focused Insurance Advisor to join our Personal Insurance team in Lacombe, AB. As a key member of our team, you will be responsible for providing exceptional service to our clients, 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 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
- High School and/or Post-Secondary Education
- Sales experience is an asset
- Level 1 General license is 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
BrokerLink is a leading insurance brokerage with over 200 offices across Canada. We are committed to creating an inclusive environment that values diversity and promotes a culture of respect and excellence. We offer a competitive compensation package, flexible work arrangements, and opportunities for growth and development.
We thank all applicants for their interest, but only those selected for an interview will be contacted. BrokerLink is committed to providing an accessible environment. Accommodations are available on request for candidates taking part in the selection process.
