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Insurance Advisor

2 months ago

New Glasgow, Nova Scotia, Canada BrokerLink Insurance Full time
{"title": "Personal Insurance Advisor", "description": "About the Role

At BrokerLink Insurance, we're looking for a skilled Personal Insurance Advisor to join our team in New Glasgow, NS. As a key member of our team, you'll be responsible for providing exceptional customer service, 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 willing 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
About Us

BrokerLink Insurance is committed to creating an inclusive environment that values diversity and promotes a culture of respect and inclusivity. We're dedicated to providing exceptional customer service and building long-term relationships with our clients.

We offer a competitive compensation package, flexible health and dental insurance benefits, and a range of other perks and benefits to support your well-being and career growth.

Join us in our mission to provide the highest level of customer service and help people achieve their goals.

", "lang_code": "en"}