Insurance Advisor

14 hours ago

Thunder Bay, Ontario, Canada BrokerLink Insurance Full time
{"title": "Insurance Advisor Role at BrokerLink Insurance", "description": "Role Overview

At BrokerLink Insurance, we are seeking a skilled Insurance Advisor to join our team in North Bay. As a key member of our team, you will be responsible for providing exceptional customer service, advising on insurance matters, and selling new policies to existing and new 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 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.
About BrokerLink Insurance

BrokerLink Insurance is committed to creating and maintaining an inclusive environment that embraces our diversities and sees them as our strength. We want to foster a workplace that makes all our team members and customers feel welcome and appreciated.

Discover more about BrokerLink Insurance and our values at our dedicated webpage.

", "lang_code": "en-US"}

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