Insurance Sales Representative

4 weeks ago


Slave Lake, Canada BrokerLink Full time

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

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.
  • 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.

Requirements:

  • High School and/or Post-Secondary Education.
  • Minimum of 2 years sales experience (previous insurance sales experience preferred but not required).
  • 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.

About BrokerLink:

BrokerLink is a leading insurance brokerage with over 200 offices across Canada. We're committed to providing exceptional customer service and insurance solutions to our clients. We're looking for talented individuals who share our values and are passionate about delivering outstanding results.



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