Insurance Advisor

1 month ago

Canmore, Canada BrokerLink Full time
About the Role

We are seeking a highly motivated and customer-focused Insurance Advisor to join our team at BrokerLink. As an Insurance Advisor, you will be responsible for providing exceptional service to our clients, advising on insurance matters, and conducting needs assessments to recommend solutions.

Key Responsibilities
  • Service on-going 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
Requirements
  • High School and/or Post-Secondary Education
  • Minimum of 2 years sales experience (previous insurance sales experience preferred but not required)
  • 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

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