Insurance Advisor

7 days ago


Red Deer, Alberta, Canada BrokerLink Full time
About the Role

We are seeking a highly motivated and customer-focused Insurance Advisor to join our Personal Insurance team at BrokerLink. As a key member of our team, you will be responsible for providing exceptional service to our clients, advising on insurance matters, and developing new business opportunities.

Key Responsibilities
  • Service ongoing client needs, provide insurance advice, conduct needs assessments, recommend solutions, and answer inquiries.
  • Sell new policies and retain existing business by quoting new business through outbound calls, introductory letters, and receiving 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.
  • Stay up-to-date on underwriting rules and workflow processes.
  • Participate in training initiatives and community marketing efforts.
Requirements
  • High School and/or Post-Secondary Education.
  • Minimum of 2 years sales experience (previous insurance sales experience preferred but not required).
  • Level 1 General license or willingness to obtain.
  • Exposure to Epic is an asset.
  • Strong customer focus, 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 committed to providing an accessible environment and fostering a diverse and inclusive workplace. We value our team members and customers, and we are dedicated to creating a workplace that makes everyone feel welcome and appreciated.



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