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Risk Management Specialist

2 months ago

Little Current, Ontario, 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 Culture

We want individuals who provide exceptional customer service, carry themselves with professionalism, and are committed to growth and development. Our purpose is to help people, and we invest in our team members to bring out the best in them.

Job Summary

We are seeking a Personal Insurance Advisor to join our team and work out of our Little Current Branch on a permanent basis. As a Personal Insurance Advisor, you will be responsible for servicing ongoing client needs, advising on insurance matters, and selling new policies to existing or new clients.

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.
  • Process Account Receivable activities.
  • Provide guidance and assistance as requested.

Requirements

  • High School and/or Post-Secondary Education.
  • Previous Insurance experience preferred but not required.
  • RIBO License 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.