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Personal Insurance Specialist
2 months ago
About BrokerLink Insurance
BrokerLink Insurance is a leading provider of insurance solutions, committed to delivering exceptional customer service and building long-term relationships with our clients. We value diversity and are dedicated to creating an inclusive work environment that inspires our team members to be their best selves.
Job Summary
We are seeking a highly motivated and customer-focused Personal Insurance Advisor to join our team at our Little Current Branch. As a Personal Insurance Advisor, you will be responsible for providing expert advice and guidance to our clients on their personal insurance needs, identifying opportunities to grow our business, and delivering exceptional customer service.
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 receive 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
- Process Account Receivable activities
- Provide guidance and assistance as requested
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
- Ability to pass a criminal background check and credit check
What We Offer
- Flexible health and dental insurance benefits package
- Personal Spending amount to invest in your healthy lifestyle
- RRSP - Registered Retirement Savings Plan with Company matching
- ESPP - Employee Share Purchase Plan (TSX:IFC) program with matching aspect
- 'Dress for your day', dress according to your daily schedule
- Competitive compensation package with bonus aspect for unlimited earning potential
- Employee discount program, including Apple, Bell, Rogers, and more
- Paid Time Off in the form of: Personal days, Volunteer days, Exam/Study Time, Jury Duty, and starting at 3 weeks of vacation per year
- Working for an employer who is regularly recognized as one of Canada's best employers such as Kincentric 2023