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Insurance Advisor

2 months ago

Truro, Nova Scotia, 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're looking for like-minded individuals who share our passion for delivering exceptional customer service and professionalism. Our success is built on investing in our team members, providing opportunities for growth, and fostering a work environment that values our most important assets – our people.

Job Summary

We're seeking a Personal Insurance Advisor to join our team in Truro, Nova Scotia, working on a permanent full-time basis. As a key member of our team, you'll be responsible for servicing ongoing client needs, advising on insurance matters, and selling new policies to existing and new clients.

Key Responsibilities

  • Service ongoing client needs, advise on insurance matters, conduct needs assessments, 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.
  • A valid insurance license for the Province of Nova Scotia or willingness to obtain same.
  • 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.