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Insurance Sales Consultant

3 months ago

Lacombe, Canada BrokerLink Full time

At BrokerLink, we embody our core values: integrity, respect, a customer-centric approach, a commitment to excellence, and a spirit of generosity. These principles guide our diversity and inclusion initiatives, fostering a workplace that is both respectful and inclusive.

We seek individuals who are dedicated to delivering exceptional customer service and who conduct themselves with the highest level of professionalism.

We are committed to your growth. Your achievements are our achievements, and our mission of 'we're here to help people' inspires us to retain the remarkable talent we attract. We strive to nurture the potential of every team member, offering numerous opportunities for advancement and an environment that values our most important asset: you. With over 200 locations across Canada, we also provide flexible work arrangements.

Position Overview:

We are currently seeking a Personal Insurance Advisor to enhance our Personal Insurance team.

Benefits of Working with Us:

  • Comprehensive health and dental insurance package
  • Personal spending account to support your wellness
  • RRSP with company matching contributions
  • Employee Share Purchase Plan (TSX:IFC) with matching features
  • Flexible dress code based on your daily responsibilities
  • Competitive salary with bonus opportunities
  • Discounts on various services and products
  • Generous Paid Time Off, including personal days, volunteer days, study time, jury duty, and starting at three weeks of vacation annually
  • Recognition as one of Canada's top employers, such as Kincentric 2022

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 client portfolio
  • Initiate quotes for new business through outbound calls, introductory letters, and welcoming walk-in clients
  • Collaborate with Underwriters and Adjusters to clarify guidelines and policies
  • Prepare necessary documentation for insurers, complete client applications, issue insurance certificates, process changes, and review renewals
  • Stay updated on underwriting regulations and workflow processes
  • Actively engage in training programs
  • Participate in community marketing efforts

Qualifications:

  • High School diploma and/or Post-Secondary education
  • At least 2 years of sales experience (insurance sales experience preferred but not mandatory)
  • Level 1 General license is preferred
  • Familiarity with Epic is an advantage
  • 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 a criminal background check and credit check