Insurance Professional

2 weeks ago


Redcliff, Canada BrokerLink Full time

We're looking for a skilled Insurance Professional to join our team at BrokerLink. As a Personal Insurance Advisor, you'll be responsible for providing exceptional customer service and insurance solutions to our clients.

Key responsibilities include:

  • 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 receiving walk-in clients
  • 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

The successful candidate will have:

  • High School and/or Post-Secondary Education
  • Minimum of 2 years sales experience
  • Level 1 General license or willing to obtain
  • 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
  • Ability to pass a criminal background check and credit check

At BrokerLink, we value our employees and offer a competitive compensation package, including flexible health and dental insurance benefits, personal spending amount, RRSP, ESPP, and more.



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