Insurance Professional
4 weeks ago
At BrokerLink, we're looking for a skilled Insurance Professional to join our team in Guelph, Ontario. As a Personal Risk Advisor, you'll be responsible for providing exceptional customer service, advising on insurance matters, and conducting needs assessments to recommend solutions.
The ideal candidate will have a strong customer focus, demonstrated ability to handle multiple priorities successfully, and excellent verbal and written communication skills. A minimum of 1-year Personal Insurance experience is preferred, and RIBO License is an asset.
We offer a competitive compensation package, flexible health and dental insurance benefits, and a range of perks, including a personal spending amount for healthy lifestyle investments, RRSP matching, and ESPP program with matching aspect.
As a valued member of our team, you'll have opportunities to grow and develop your skills, with a focus on providing the highest level of customer service and professionalism.
Key responsibilities include:
- 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
Apply now and take the first step towards a rewarding career with BrokerLink
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