Insurance Advisor

4 days ago

Lacombe, Canada BrokerLink Full time
{"title": "Personal Insurance Advisor", "description": "Be Part of a Respected Team

At BrokerLink, we value integrity, respect, customer-driven mindset, excellence, and generosity. Our diversity and inclusion efforts ensure a respectful and inclusive work environment.

We seek individuals who provide exceptional customer service, carry themselves with professionalism, and strive for excellence.

Our success is your success. We invest in you, offering opportunities to grow and a work environment that values our team members.

We have over 200 offices across Canada, with flexible work arrangements available.

Job Summary

We are seeking a Personal Insurance Advisor to join our Personal Insurance team in Lacombe, AB, on a permanent full-time basis.

Perks of Working with Us
  • Flexible health and dental insurance benefits package
  • Personal spending amount for a 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
  • 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 recognized as one of Canada's best employers
Key Responsibilities
  • Service ongoing 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
  • Sales experience is an asset
  • 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
", "lang_code": "en"}

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