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Commercial Insurance Specialist

1 month ago


Cold Lake, Alberta, Canada BrokerLink Full time

We are seeking a skilled 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 to our clients, managing their Commercial Lines policies, and developing new business opportunities.

Key Responsibilities:

  • Service on-going 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 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

Requirements:

  • High School and/or Post-Secondary Education
  • Commercial Insurance experience an asset
  • Alberta General Level 1 License is required
  • EPIC experience is an asset
  • CISCO Finesse experience is an asset
  • 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

About BrokerLink:

We are a leading insurance brokerage with over 200 offices across Canada. We value our employees and offer a range of benefits, including flexible health and dental insurance benefits, personal spending amounts, RRSP matching, and more.