Insurance Professional
2 weeks ago
We are seeking a highly skilled Insurance Professional to join our team at BrokerLink. As a key member of our team, you will be responsible for providing exceptional customer service and ensuring that our clients receive the best possible insurance solutions.
Key Responsibilities:
- Service on-going client needs, advise on insurance matters, conduct needs assessment, 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 BrokerLink:
We are a leading insurance brokerage with over 200 offices across Canada. We are committed to providing exceptional customer service and ensuring that our clients receive the best possible insurance solutions. We offer a competitive compensation package, flexible work arrangements, and a comprehensive benefits program.
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