Insurance Professional
3 weeks ago
We are seeking a highly motivated and customer-focused Insurance Professional to join our team at BrokerLink Inc. in Richmond Hill, ON.
This is a permanent full-time position that offers a competitive compensation package, flexible health and dental insurance benefits, and a range of other perks.
The successful candidate will have a strong analytical and organizational skills, excellent verbal and written communication skills, and the ability to handle multiple priorities successfully.
Responsibilities:
- Service ongoing client needs, advise on insurance matters, conduct needs assessments, 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.
- Minimum 1-year Personal Insurance experience preferred.
- Level 1 General license is preferred.
- 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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