Insurance Advisor

1 month ago

Ottawa, Ontario, Canada BrokerLink Full time
Job Title: Personal Insurance Advisor

We are seeking a highly skilled and experienced Personal Insurance Advisor to join our team at BrokerLink in Ottawa Cyrville. As a key member of our team, you will be responsible for providing exceptional customer service, advising on insurance matters, and conducting needs assessments to recommend solutions.

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.
  • Must be bilingual in French and English.
  • Minimum of 3 years Personal Insurance experience preferred.
  • AFM License is required.
  • RIBO License is an asset.
  • 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.
Perks of Working with Us:
  • Flexible health and dental insurance benefits package.
  • Personal Spending amount to invest in your healthy lifestyle.
  • RRSP - Registered Retirement Savings Plan with Company matching.
  • ESPP - Employee Share Purchase Plan (TSX:IFC) program with matching aspect.
  • 'Dress for your day', dress according to your daily schedule.
  • Competitive compensation package with bonus aspect.
  • Employee discount program, including Apple, Bell, Rogers, and more.
  • Paid Time Off in the form of: Personal days, Volunteer days, Exam/Study Time, Jury Duty, and starting at 3 weeks of vacation per year.
  • Working for an employer who is regularly recognized as one of Canada's best employers such as Kincentric 2023.

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