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Insurance Professional

1 month ago

Truro, Nova Scotia, Canada BrokerLink Full time

At BrokerLink, we're looking for a skilled Insurance Professional to join our team in Truro, NS. As a Personal Insurance Advisor, you'll be responsible for servicing ongoing client needs, advising on insurance matters, and conducting needs assessments.

Key Responsibilities:

  • Service on-going 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 BrokerLink:

We're a leading insurance brokerage with over 200 offices across Canada. We're committed to providing exceptional customer service and creating a positive work environment for our employees.