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Insurance Professional

1 month ago

Guelph, Ontario, Canada BrokerLink Full time
About the Role

We are seeking a highly skilled and motivated Insurance Professional to join our team at BrokerLink in Guelph, Ontario. As a key member of our team, you will be responsible for providing exceptional customer service, advising clients on insurance matters, and developing new business opportunities.

Key Responsibilities
  • Service ongoing client needs, provide insurance advice, and conduct needs assessments
  • Sell new policies, write new business, and retain existing clients
  • Quote new business through outbound calls, introductory letters, and walk-in clients
  • Contact underwriters and adjusters to discuss guidelines and policy
  • Prepare documentation for insurers, complete applications, and issue insurance certificates
  • 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 as needed
Requirements
  • High school and/or post-secondary education
  • Minimum 1 year of personal insurance experience preferred
  • RIBO license preferred
  • Exposure to Epic is an asset
  • Strong customer focus, analytical, and organizational skills
  • Excellent verbal and written communication skills
  • Ability to pass a criminal background check and credit check
What We Offer
  • Flexible health and dental insurance benefits package
  • Personal spending amount for healthy lifestyle investments
  • RRSP and ESPP programs with company matching
  • Competitive compensation package with bonus aspect
  • Employee discount program and paid time off
  • Recognition as one of Canada's best employers