Personal Insurance Services Advisor

6 days ago


Grande Prairie, Canada BrokerLink Full time

We're seeking a skilled Personal Insurance Advisor to join our Personal Insurance team at BrokerLink. As a member of our team, you'll work from our Grande Prairie Branch on a Permanent Full-Time Basis, playing a key role in delivering exceptional insurance services to our clients.

Job Responsibilities

This position involves servicing ongoing client needs, advising on insurance matters, conducting needs assessments, recommending solutions, answering inquiries, conducting care calls, and processing renewals. You'll also sell new policies/write new business to existing or new clients, retain existing book of business, 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.

About Us

We value diversity and are committed to creating an inclusive environment that sees our differences as a strength. Our purpose is to help people, and we strive to foster a workplace that makes all our team members and customers feel welcome and appreciated.

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 or willing to obtain
  • Exposure to Epic is an asset
  • 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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