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 who maintain a high level of professionalism.

Our investment in your growth is paramount. Your achievements contribute to our collective success, and our mission of 'helping people' drives us to retain the remarkable talent we attract. We strive to cultivate the best in our team members, offering numerous opportunities for advancement and an environment that prioritizes our most valuable asset: you. With over 200 locations across Canada, we also provide flexible work arrangements.

Position Overview:

We are currently looking for a Personal Insurance Advisor to enhance our Personal Insurance division.

Key Responsibilities:
  • Address ongoing client requirements, provide insurance advice, perform needs assessments, recommend appropriate solutions, respond to inquiries, conduct follow-up calls, and manage renewals.
  • Generate new business by selling policies to both existing and prospective clients while maintaining an existing portfolio.
  • Initiate quotes for new business through outbound calls, introductory correspondence, and walk-in client interactions.
  • Engage 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 informed about 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 skills.
  • Outstanding verbal and written communication abilities.
  • 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 atmosphere that values diversity as a strength. Our goal is to create a workplace where all team members and clients feel welcomed and valued.

Discover more about BrokerLink and our commitment to diversity and inclusion.

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