Insurance Sales Representative

2 weeks ago

Canmore, Canada BrokerLink Full time

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 Mission

We aim to provide the highest level of customer service, professionalism, and expertise in the insurance industry. Our team members are our most valuable assets, and we invest in their growth and success.

Job Summary

We are seeking a skilled Personal Insurance Advisor to join our team in Canmore, AB. As a key member of our Personal Insurance team, you will be responsible for servicing ongoing client needs, advising on insurance matters, and selling new policies.

Key Responsibilities

  • Service on-going client needs, advise on insurance matters, conduct needs assessment, 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.

Requirements

  • High School and/or Post-Secondary Education.
  • Minimum of 2 years sales experience (previous insurance sales experience preferred but not required).
  • Level 1 General license is 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.

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