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Commercial Insurance Specialist
1 month ago
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.