Insurance Services Representative
2 weeks ago
We are seeking a highly skilled Insurance Services Representative to join our team at BrokerLink. As a key member of our team, you will be responsible for delivering exceptional customer service to our clients while growing your book of business.
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.
Requirements:
- High School and/or Post-Secondary Education.
- A valid insurance license for the Province of Nova Scotia or willingness 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.
About BrokerLink:
At BrokerLink, we value integrity, respect, customer-driven mindset, excellence, and generosity. We strive to create a diverse and inclusive work environment where our team members can thrive. Our goal is to provide exceptional customer service and help our clients achieve their goals.
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