Insurance Professional

3 weeks ago


Lacombe, Alberta, Canada BrokerLink Full time

We're looking for a skilled Insurance Professional to join our team at BrokerLink. If you're passionate about delivering exceptional customer service and have a strong background in sales, we'd love to hear from you.

About the Role:

  1. Service on-going client needs, advise on insurance matters, conduct needs assessments, recommend solutions, answer inquiries, conduct care calls, and process renewals
  2. Sell new policies/write new business to existing or new clients, retain existing book of business
  3. Quote new business through outbound call initiatives, introductory letters, and receiving walk-in clients
  4. Contact Underwriters and Adjusters to discuss guidelines and policy
  5. Prepare documentation for insurers, completing applications for clients, issue insurance certificates, process changes, and review renewals
  6. Keep current on underwriting rules and workflow processes
  7. Actively participate in training initiatives
  8. Participate in community marketing initiatives

Requirements:

  1. High School and/or Post-Secondary Education
  2. Minimum of 2-5 years sales experience (previous insurance sales experience preferred but not required)
  3. Level 1 General license or willing to obtain
  4. Exposure to Epic is an asset
  5. Strong customer focus
  6. Demonstrated ability to handle multiple priorities successfully
  7. Strong analytical and organizational skills
  8. Excellent verbal and written communication skills
  9. Ability to pass a criminal background check and credit check

What We Offer:

  • 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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