Insurance Advisor
1 month ago
At BrokerLink, we're looking for a skilled Quebec AMF licensed Experienced Personal Insurance Advisor to join our team in the Ottawa Cyrville office. As a key member of our team, you'll be responsible for providing exceptional customer service, advising on insurance matters, and conducting needs assessments to recommend solutions.
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
- Process Account Receivable activities
- Provide guidance and assistance as requested
Requirements:
- High School and/or Post-Secondary Education
- Must be bilingual in French and English
- Minimum of 3 years Personal Insurance experience preferred
- AFM License is required
- RIBO License is an asset
- 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
Perks of working with BrokerLink:
- Flexible health and dental insurance benefits package
- Personal Spending amount to invest in your healthy lifestyle
- RRSP - Registered Retirement Savings Plan with Company matching
- ESPP - Employee Share Purchase Plan (TSX:IFC) program with matching aspect
- 'Dress for your day', dress according to your daily schedule
- Competitive compensation package with bonus aspect
- Employee discount program, including Apple, Bell, Rogers, and more
- Paid Time Off in the form of: Personal days, Volunteer days, Exam/Study Time, Jury Duty, and starting at 3 weeks of vacation per year
- Working for an employer who is regularly recognized as one of Canada's best employers such as Kincentric 2023
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