Insurance Services Representative

2 weeks ago


Truro, Nova Scotia, Canada BrokerLink Full time

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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