Insurance Professional

2 weeks ago

Marathon, Canada BrokerLink Full time

At BrokerLink, we're looking for a skilled Insurance Professional to join our team and work out of our Marathon, ON branch on a permanent (full-time) basis.

We're committed to living our values of integrity, respect, customer-driven mindset, excellence, and generosity. Our diversity and inclusion efforts ensure a respectful and inclusive work environment.

We want to invest in you and your success. Our purpose is to help people, and we're motivated to keep our amazing talent for a long time. We offer countless opportunities to grow and an environment that values our team members.

As a Personal Insurance Specialist, you'll be responsible for servicing ongoing client needs, advising on insurance matters, conducting needs assessments, recommending solutions, answering inquiries, conducting care calls, and processing renewals.

You'll also sell new policies, write new business to existing or new clients, retain existing business, and contact underwriters and adjusters to discuss guidelines and policy.

Key responsibilities include:

  • 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
  • Contact Underwriters and Adjusters to discuss guidelines and policy
  • Prepare documentation for insurers, completing 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

The successful candidate will have:

  • High School and/or Post-Secondary Education
  • Previous Insurance experience preferred but not required
  • RIBO License preferred
  • 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 with bonus aspect for unlimited earning potential, flexible health and dental insurance benefits package, personal spending amount to invest in your healthy lifestyle, and more.

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