Insurance Professional
4 weeks ago
At BrokerLink, we're committed to living our values of integrity, respect, customer-driven mindset, excellence, and generosity. We're seeking a skilled Insurance Professional to join our team and contribute to our mission of providing exceptional customer service.
We're looking for a candidate who is passionate about delivering the highest level of service to our clients. As an Insurance Professional, you will be responsible for servicing ongoing client needs, advising on insurance matters, conducting needs assessments, recommending solutions, answering inquiries, conducting care calls, and processing renewals.
Key Responsibilities:
- Service on-going client needs, advise on insurance matters, conduct needs assessment, 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
- A valid insurance license for the Province of Nova Scotia or willing to obtain same
- 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
We offer a competitive compensation package, flexible health and dental insurance benefits, personal spending amount, RRSP with company matching, ESPP program with matching aspect, and more. If you're a motivated and customer-focused individual who is passionate about delivering exceptional service, we encourage you to apply.
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