Insurance Sales Professional

1 week ago


Rocky Mountain House, Canada BrokerLink Full time

We're looking for a skilled Insurance Sales Professional to join our team at BrokerLink. As a Personal Insurance Advisor, you will be responsible for providing exceptional customer service and sales support to our clients.

Key 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
  • Quote new business through outbound call initiatives, introductory letters, and receiving walk-in clients
  • 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
  • Minimum of 2-5 years sales experience (previous insurance sales experience preferred but not required)
  • Level 1 General license or willing to obtain
  • 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

About BrokerLink:

We're a leading insurance brokerage with over 200 offices across Canada. We're committed to providing exceptional customer service and creating a positive work environment for our employees.



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