Insurance Professional

4 weeks ago


Guelph, Ontario, Canada BrokerLink Full time

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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