Insurance Professional

19 hours ago


Richmond Hill, Ontario, Canada BrokerLink Full time
Job Description

We are seeking a motivated and experienced Insurance Professional to join our team in Richmond Hill, ON. As a Personal Insurance Advisor at BrokerLink, you will play a critical role in providing exceptional customer service and delivering tailored insurance solutions to our clients.

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;
  • Minimum 1-year Personal Insurance experience preferred;
  • Level 1 General license is 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;
  • Ability to pass a criminal background check and credit check.
What We Offer:
  • Flexible health and dental insurance benefits package;


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