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Insurance Risk Advisor

1 month ago

Lethbridge, Alberta, Canada BrokerLink Full time

At BrokerLink, we're committed to living our values: integrity, respect, customer-driven mindset, excellence, and generosity. We're looking for like-minded individuals who share our passion for delivering exceptional customer service and professionalism.

We invest in our team members' success, and our purpose of 'helping people' drives us to attract and retain top talent. We offer opportunities for growth and a work environment that values our team members' well-being.

We have an opening for a Commercial Insurance Advisor to join our team in Lethbridge, AB, working on a permanent full-time basis. As part of our employee promise, you'll enjoy a range of benefits, including flexible health and dental insurance, personal spending accounts, and a competitive compensation package.

Key Responsibilities:

  • Service Independent Business Unit accounts
  • Provide customers with prompt service, advice, and help them understand insurance
  • Receive and process incoming Commercial paperwork
  • Assist with quotes, review existing coverage, and update customer file information
  • Prepare documentation for insurers, complete applications for new clients, and issue insurance certificates
  • Process endorsements, invoices, and follow up on payments
  • Communicate with Insurance companies, negotiate with underwriters, and follow up on claims status
  • Source and obtain additional information requested by the underwriter and complete applications

Requirements:

  • High School and/or Post-Secondary Education
  • Commercial Insurance experience an asset
  • Alberta General Level 1 License is an asset
  • Exposure to Epic is an asset
  • Previous sales experience is 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 and credit check