Insurance Sales Professional

2 months ago


Lacombe, Canada BrokerLink Full time
About the Role

We are seeking a highly motivated and customer-focused Insurance Sales Professional to join our Personal Insurance team at BrokerLink. As a key member of our team, you will be responsible for providing exceptional service to our clients, advising on insurance matters, and developing new business opportunities.

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 receiving walk-in clients.
  • 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.
Requirements
  • High School and/or Post-Secondary Education.
  • Minimum of 2-5 years sales experience (previous insurance sales experience preferred but not required).
  • Level 1 General license or willing to obtain.
  • 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.
About Us

BrokerLink is a leading insurance brokerage with over 200 offices across Canada. We are committed to providing exceptional service to our clients and creating a positive work environment for our employees. We offer a competitive compensation package, flexible work arrangements, and opportunities for growth and development.



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