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Insurance Advisor

2 months ago

City of Lacombe, Canada BrokerLink Full time
About the Role

As a Personal Insurance Advisor at BrokerLink, you will play a key role in providing exceptional customer service and delivering tailored insurance solutions to our clients. This is an exciting opportunity to join a dynamic team and contribute to the growth and success of our organization.

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
Requirements
  • High School and/or Post-Secondary Education
  • Sales experience is an asset
  • Level 1 General license is 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

BrokerLink is a leading insurance brokerage that values diversity and is committed to creating an inclusive environment that inspires each of us to be the best we can be. We are dedicated to providing exceptional customer service and delivering tailored insurance solutions to our clients.