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Insurance Advisor

2 months ago

Thunder Bay, Ontario, Canada BrokerLink Full time
{"title": "Personal Insurance Advisor", "description": "About the Role

At BrokerLink, we're looking for a skilled Personal Insurance Advisor to join our team in North Bay. As a key member of our team, you'll be responsible for providing exceptional customer service, advising on insurance matters, and selling new policies to existing and new 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
  • 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

About Us:

BrokerLink is committed to creating and maintaining an inclusive environment that values diversity and sees it as our strength. We want to foster a workplace that makes all our team members and customers feel welcome and appreciated.

Discover more about BrokerLink and our values at our dedicated webpage.

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