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Insurance Advisor

2 months ago


Windsor, Ontario, Canada BrokerLink Insurance Full time
About BrokerLink Insurance

At BrokerLink Insurance, we're committed to providing an accessible environment and fostering a workplace that makes all our team members and customers feel welcome and appreciated. We value diversity and are dedicated to creating an inclusive environment that inspires each of us to be the best we can be.

Job Title: Personal Insurance Advisor

We're seeking a highly motivated and customer-focused Personal Insurance Advisor to join our team in Windsor, NS. As a Personal Insurance Advisor, you will be responsible for providing exceptional customer service, advising on insurance matters, and selling new policies to existing and new 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 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
What We Offer:

We offer a competitive compensation package with bonus aspect, 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, 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.

We are an equal opportunities employer and welcome applications from diverse candidates. We thank all applicants for their interest, but only those selected for an interview will be contacted.