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Insurance Advisor
2 months ago
As a Personal Insurance Advisor at BrokerLink Insurance, you will play a vital role in providing exceptional customer service and delivering tailored insurance solutions to our clients. Your expertise will help individuals and families navigate the complexities of insurance, ensuring they have the right coverage to protect their assets and well-being.
Key Responsibilities- Service ongoing client needs, providing expert advice on insurance matters and conducting needs assessments to recommend solutions.
- Sell new policies and write new business to existing or new clients, retaining 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, complete applications for clients, issue insurance certificates, process changes, and review renewals.
- Stay up-to-date on underwriting rules and workflow processes.
- Participate in training initiatives and community marketing efforts.
- Process account receivable activities and provide guidance and assistance as requested.
- High school and/or post-secondary education.
- A valid insurance license for the Province of Nova Scotia or willingness to obtain same.
- Exposure to Epic is an asset.
- Strong customer focus, demonstrated ability to handle multiple priorities successfully, and excellent verbal and written communication skills.
BrokerLink Insurance is committed to creating an inclusive environment that values diversity and promotes a culture of respect and excellence. We strive to foster a workplace that makes all our team members and customers feel welcome and appreciated.
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