Customer Service Representative

3 weeks ago

Little Current, Ontario, Canada BrokerLink Full time

About BrokerLink

BrokerLink is a leading insurance brokerage firm that values integrity, respect, and customer-driven service. We strive for excellence and treat others with generosity, creating a diverse and inclusive work environment.

Our Culture

We're looking for like-minded individuals who provide exceptional customer service, carry themselves with professionalism, and are committed to growth and development. Our team members are our most valuable assets, and we offer opportunities to grow and succeed.

The Role

We're seeking a Personal Insurance Advisor to join our team and work out of our Little Current Branch on a permanent basis. As a Personal Insurance Advisor, you will:

  • 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

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.
  • Ability to pass a criminal background check and credit check.

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