Insurance Policy Specialist

3 weeks ago


Richmond Hill, Ontario, Canada Brokerlink Inc. Full time
Role Overview

We are seeking a skilled Insurance Policy Specialist to join our team at BrokerLink in Richmond Hill, ON.

About the Role

This permanent full-time position involves serving clients' ongoing needs, providing expert advice on insurance matters, and conducting thorough needs assessments to recommend tailored solutions.

You will be responsible for selling new policies, retaining existing business, and processing account receivable activities. Additionally, you will participate in training initiatives and community marketing efforts to drive business growth.

Key Responsibilities
  • Servicing client needs and advising on insurance matters
  • Selling new policies and retaining existing business
  • Processing account receivable activities
  • Participating in training initiatives and community marketing efforts
Requirements

To succeed in this role, you will need:

  • High School or Post-Secondary Education
  • Minimum 1-year Personal Insurance experience (preferably)
  • Level 1 General license (preferred)
  • Exposure to Epic (an asset)
  • 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
Benefits

You will enjoy a competitive compensation package with bonus potential, flexible health and dental insurance benefits, personal spending amounts, RRSP matching, ESPP program participation, and an employee discount program.

Estimated Salary: $65,000 - $80,000 per year

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