Insurance Advisor
7 days ago
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 values and are passionate about providing exceptional customer service. Our team members are our most important assets, and we invest in their growth and development.
Job Summary
We're seeking a Personal Insurance Advisor to join our team in Windsor, Nova Scotia, working on a permanent full-time basis. As a Personal Insurance Advisor, 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.
- 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.
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