Insurance Sales Consultant

4 weeks ago

Brooks, Canada BrokerLink Full time

At BrokerLink, we embody our core values: integrity, respect, customer-centricity, excellence, and generosity. These principles guide our commitment to fostering a diverse and inclusive workplace.

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

We believe in your potential. Your achievements contribute to our success, and our mission of 'we're here to help people' drives us to retain outstanding talent. We strive to maximize the capabilities of our team members by providing numerous growth opportunities and a supportive environment that values you as our most significant asset. With numerous offices across Canada, we offer flexible work arrangements.

Position Overview:

We are currently looking for a Personal Insurance Advisor to become a vital part of our Personal Insurance team.

Key Responsibilities:
  • Address ongoing client needs, provide insurance advice, conduct assessments, recommend solutions, respond to inquiries, perform care calls, 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 outbound calls, introductory letters, and welcoming walk-in clients.
  • Engage with Underwriters and Adjusters to clarify guidelines and policies.
  • Prepare necessary documentation for insurers, complete client applications, issue insurance certificates, process modifications, and review renewals.
  • Stay updated on underwriting regulations and workflow processes.
  • Actively participate in training programs.
  • Engage in community marketing efforts.
Qualifications:
  • High School diploma and/or Post-Secondary education.
  • A minimum of 2 years of sales experience.
  • Possession of a Level 1 General license or willingness to obtain one.
  • Familiarity with Epic software is advantageous.
  • Strong customer service orientation.
  • Proven ability to manage multiple priorities effectively.
  • Excellent analytical and organizational capabilities.
  • Outstanding verbal and written communication skills.
  • Ability to pass a criminal background check and credit assessment.

We appreciate the interest of all applicants; however, only those selected for an interview will be contacted.

BrokerLink is dedicated to creating an accessible environment. Accommodations are available upon request for candidates participating in the selection process.

We are committed to fostering an inclusive environment that celebrates our diversities as strengths, ensuring all team members and clients feel valued and respected.

Discover more about BrokerLink and our commitment to diversity and inclusion, as we strive to create a workplace that empowers everyone to excel.

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