Commercial Insurance Specialist
2 months ago
About BrokerLink
BrokerLink is a leading insurance brokerage firm that values integrity, respect, and customer-driven service. We strive for excellence and treat others with generosity, creating a diverse and inclusive work environment.
Our Mission
We aim to provide the highest level of customer service, professionalism, and expertise in the insurance industry. Our team members are our most valuable assets, and we invest in their growth and development.
Job Summary
We are seeking a Commercial Insurance Advisor to join our Commercial Team in Cold Lake, AB, working on a Permanent Full-Time Basis. As a key member of our team, you will provide front-line customer service, retention, and account development of existing clients, quoting and placing new business as required.
Key Responsibilities
- Service on-going client needs, advise on insurance matters, conduct needs assessment, 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 is 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.
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