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About BrokerLink
At BrokerLink, we're committed to living our values of integrity, respect, customer-driven mindset, excellence, and generosity. These values drive our diversity and inclusion efforts to create a respectful and inclusive work environment.
Our Mission
We strive to provide the highest level of customer service, carried out with utmost professionalism. We invest in our employees' success, as their success is our success. Our purpose is to help people, and we're motivated to keep our talented team members for the long term.
Our Culture
We value our team members and offer countless opportunities for growth in a work environment that values our most important assets – our employees. With over 200 offices across Canada, we offer flexible work arrangements to suit your needs.
Job Summary
We're seeking a Commercial Insurance Advisor to join our Commercial Team in Red Deer, AB, working on a Permanent Full-Time Basis. As part of our employee promise, you'll enjoy a range of benefits, including:
- Flexible health and dental insurance benefits package
- Personal Spending amount to invest in your healthy lifestyle
- RRSP – Registered Retirement Savings Plan with Company matching
- ESPP – Employee Share Purchase Plan (TSX:IFC) program with matching aspect
- 'Dress for your day', dress according to your daily schedule
- Competitive compensation package with bonus aspect
- Employee discount program, including Apple, Bell, Rogers and more
- Paid Time Off in the form of: Personal days, Volunteer days, Exam/Study Time, Jury Duty and starting at 3 weeks of vacation per year
- Working for an employer who is regularly recognized as one of Canada's best employers such as Kincentric 2023
Key Responsibilities
As a Commercial Insurance Advisor, you'll provide front-line customer service for Commercial Lines policies, taking responsibility for the retention and account development of existing clients, quoting and placing new business as required.
- 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 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
Requirements
The successful candidate will have:
- High School and/or Post-Secondary Education
- Commercial Insurance experience an asset
- Alberta General Level 1 License is required
- Proficient in EPIC
- Proficient using CISCO Finesse
- Proficient in MS Office – Word, Excel, Outlook
- Previous sales experience is an asset;
- Excellent customer service skills and adept in conflict resolution
- Demonstrated ability to handle multiple priorities successfully;
- Strong analytical and organizational skills;
- Excellent verbal and written communication skills
- Ability to pass a criminal and credit check
