Insurance Consultant

2 weeks ago


Terrace Bay, Ontario, Canada BrokerLink Full time
About BrokerLink

We are a company that values integrity, respect, and customer-driven service. Our goal is to provide the highest level of customer satisfaction through professionalism and a customer-driven mindset.

Job Summary

We are seeking a Personal Insurance Advisor to join our team in Terrace Bay, ON. The ideal candidate will have a strong customer focus, analytical and organizational skills, and excellent verbal and written communication skills.

Responsibilities
  • Service ongoing 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
  • Contact underwriters and adjusters to discuss guidelines and policy
  • Prepare documentation for insurers, completing 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
  • Previous insurance experience preferred but not required
  • RIBO license preferred
  • Exposure to Epic is an asset
  • Strong customer focus
  • Demonstrated ability to handle multiple priorities successfully
  • Strong analytical and organizational skills
  • Excellent verbal and written communication skills

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