Insurance Specialist
1 month ago
At BrokerLink, we value integrity, respect, customer-driven mindset, excellence, and generosity. These principles guide our diversity and inclusion efforts to create a respectful work environment.
We seek individuals who embody professionalism and provide exceptional customer service. Your success is our success, and our purpose of helping people drives us to retain top talent. We invest in our employees, offering opportunities for growth and an inclusive work environment across 200+ offices in Canada.
We are seeking a Personal Insurance Advisor for our New Glasgow, NS office on a permanent (full-time) basis. As part of our employee promise, you will enjoy:
- Flexible health and dental insurance benefits package
- Personal Spending allowance for a healthy lifestyle
- RRSP with company matching
- ESPP program with matching aspect
- 'Dress for your day' flexibility
- Competitive compensation package with bonus potential
- Employee discount program, including Apple, Bell, Rogers, and more
- Paid Time Off: personal days, volunteer days, exam/study time, jury duty, and 3 weeks of vacation per year
- Recognition as one of Canada's best employers by Kincentric 2023
The role entails:
- 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
- Stay up-to-date on underwriting rules and workflow processes
- Participate in training initiatives
- Community marketing initiatives
- Process Account Receivable activities
- Provide guidance and assistance as requested
Requirements include:
- High School and/or Post-Secondary Education
- A valid insurance license for Nova Scotia or willingness to obtain same
- 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
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