Insurance Professional

3 weeks ago


Terrace Bay, Ontario, Canada BrokerLink Full time

We are seeking a highly motivated and customer-focused Insurance Professional to join our team at BrokerLink. As a Personal Insurance Advisor, you will be responsible for providing exceptional service to our clients, advising on insurance matters, and conducting needs assessments to recommend solutions.

The ideal candidate will have a strong customer focus, excellent communication skills, and the ability to handle multiple priorities successfully. Previous insurance experience is preferred, but not required. We offer a competitive compensation package, flexible work arrangements, and a dynamic work environment.

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
  • Contact Underwriters and Adjusters to discuss guidelines and policy
  • Prepare documentation for insurers, completing 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
  • Previous Insurance experience preferred but not required
  • RIBO License 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


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