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Insurance Advisor

4 weeks ago


Lethbridge, Alberta, Canada BrokerLink Full time
About the Role

We are seeking a highly skilled and motivated Commercial Insurance Advisor to join our team at BrokerLink. As a key member of our Commercial Team, you will be responsible for providing exceptional customer service and delivering tailored insurance solutions to our clients.

Key Responsibilities
  • Service Independent Business Unit accounts with a high level of professionalism and expertise
  • Provide customers with prompt and personalized service, including advice and guidance on insurance options
  • Process and manage all incoming Commercial paperwork, ensuring accuracy and efficiency
  • Assist with quotes, review existing coverage, and update customer file information
  • Prepare documentation for insurers, complete applications for new clients, and issue insurance certificates
  • Process endorsements, invoices, and follow up on payments
  • Communicate with Insurance companies, negotiate with underwriters on customers' behalf, and negotiate renewal of terms
  • Source and obtain additional information requested by the underwriter and complete applications
Requirements
  • High School and/or Post-Secondary Education
  • Commercial Insurance experience is an asset
  • Alberta General Level 1 License is an asset
  • Exposure to Epic is an asset
  • Previous sales experience is an asset
  • Demonstrated ability to handle multiple priorities successfully
  • Strong analytical and organizational skills
  • Excellent verbal and written communication skills
  • Ability to pass a criminal and credit check
What We Offer
  • Flexible health and dental insurance benefits package
  • Personal Spending amount to invest in your healthy lifestyle
  • RRSP - Registered Retirement Savings Plan with Company matching
  • ESPP - Employee Share Purchase Plan (TSX:IFC) program with matching aspect
  • 'Dress for your day', dress according to your daily schedule
  • Competitive compensation package with bonus aspect
  • Employee discount program, including Apple, Bell, Rogers and more
  • Paid Time Off in the form of: Personal days, Volunteer days, Exam/Study Time, Jury Duty and starting at 3 weeks of vacation per year
  • Working for an employer who is regularly recognized as one of Canada's best employers such as Kincentric 2023