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Insurance Advisor
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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 looking for like-minded individuals who provide exceptional customer service and carry themselves with professionalism. Our goal is to invest in our employees' success, offering opportunities for growth and a work environment that values our team members.
Job Summary
We're seeking a Personal Insurance Advisor to join our team and work out of our North Bay branch on a permanent, full-time basis. As a Personal Insurance Advisor, you will 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 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.
- Process Account Receivable activities.
- Provide guidance and assistance as requested.
Requirements
- High School and/or Post-Secondary Education.
- Previous Insurance experience preferred but not required.
- RIBO License 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.
