Insurance Advisor
3 weeks ago
We are seeking a highly motivated and customer-focused Insurance Advisor to join our team at BrokerLink.
As an Insurance Advisor, you will be responsible for providing exceptional customer service, advising clients on insurance matters, and conducting needs assessments to recommend solutions.
You will also be responsible for selling new policies, writing new business, and retaining existing clients.
Our ideal candidate will have a strong customer focus, excellent communication skills, and the ability to handle multiple priorities successfully.
Key Responsibilities- Service ongoing client needs and advise on insurance matters
- Conduct needs assessments, recommend solutions, and answer inquiries
- Sell new policies and write new business to existing or new clients
- Quote new business through outbound call initiatives and introductory letters
- Contact Underwriters and Adjusters to discuss guidelines and policy
- Prepare documentation for insurers, complete applications for clients, and issue insurance certificates
- Keep current on underwriting rules and workflow processes
- Actively participate in training initiatives
- Participate in community marketing initiatives
- Process Account Receivable activities
- 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
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Insurance Services Representative
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Insurance Professional
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Little Current, Ontario, Canada BrokerLink Full timeAbout BrokerLinkAt BrokerLink, we're committed to living our values of integrity, respect, customer-driven mindset, excellence, and generosity. Our diversity and inclusion efforts ensure a respectful and inclusive work environment for all team members.Job SummaryWe're seeking a Personal Insurance Advisor to join our team at our Little Current branch on a...
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Little Current, Ontario, Canada BrokerLink Full timeAbout BrokerLinkAt BrokerLink, we're committed to living our values of integrity, respect, customer-driven mindset, excellence, and generosity. Our diversity and inclusion efforts ensure a respectful and inclusive work environment for all team members.Job SummaryWe're seeking a skilled Personal Insurance Advisor to join our team at our Little Current branch...
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