Insurance Professional
4 weeks ago
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 driving business growth through the retention and development of existing clients.
Key Responsibilities- Provide front-line customer service to Commercial Lines policyholders, addressing their needs and concerns in a timely and professional manner.
- Conduct needs assessments, recommend solutions, and advise clients on insurance matters to ensure their risk management needs are met.
- Sell new policies and write new business to existing or new clients, with a focus on retaining existing business and growing the portfolio.
- Quote new business through outbound call initiatives, introductory letters, and walk-in clients, ensuring accurate and timely quotes.
- Collaborate with Underwriters and Adjusters to discuss guidelines and policy, ensuring seamless communication and resolution of client issues.
- Prepare documentation for insurers, complete applications for clients, issue insurance certificates, process changes, and review renewals, maintaining accurate records and ensuring compliance with regulatory requirements.
- Stay up-to-date on underwriting rules and workflow processes, participating in training initiatives to enhance knowledge and skills.
- Participate in community marketing initiatives to promote BrokerLink's services and build relationships with potential clients.
- High School and/or Post-Secondary Education
- Commercial Insurance experience an asset
- Alberta General Level 1 License is required
- Proficient in EPIC
- Proficient using CISCO Finesse
- Proficient in MS Office- Word, Excel, Outlook
- Previous sales experience is an asset;
- Excellent customer service skills and adept in conflict resolution
- 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
BrokerLink is a leading insurance brokerage with over 200 offices across Canada. We pride ourselves on our commitment to excellence, customer service, and community involvement. Our team members are our greatest asset, and we invest in their growth and development to ensure they have the skills and knowledge to succeed in their roles.
We offer a competitive compensation package, including flexible health and dental insurance benefits, personal spending allowance, RRSP matching, and ESPP program. Our employees also enjoy a range of perks, including dress-for-your-day attire, employee discount program, and paid time off. We are proud to be recognized as one of Canada's best employers, and we are committed to creating a respectful and inclusive work environment for all our team members.
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