Insurance Advisor

2 months ago

Northeastern Manitoulin and the Islands, Canada Brokerlink Full time
About the Role

We are seeking a skilled Insurance Advisor to join our team at Brokerlink and work out of our Little Current Branch on a permanent basis.

As a key member of our team, you will be responsible for providing exceptional customer service and insurance solutions to our clients.

Key Responsibilities
  • Client Service: Service ongoing client needs, advise on insurance matters, conduct needs assessments, recommend solutions, answer inquiries, conduct care calls, and process renewals.
  • New Business Development: Sell new policies/write new business to existing or new clients, retain existing book of business.
  • Quote and Process: Quote new business through outbound call initiatives, introductory letters, and receive walk-in clients. Contact Underwriters and Adjusters to discuss guidelines and policy.
  • Documentation and Administration: Prepare documentation for insurers, complete applications for clients, issue insurance certificates, process changes, and review renewals.
  • Training and Development: Actively participate in training initiatives to stay up-to-date on underwriting rules and workflow processes.
  • Community Involvement: Participate in community marketing initiatives to promote our services.
  • Account Management: Process Account Receivable activities and provide guidance and assistance as requested.
Requirements
  • Education: High School and/or Post-Secondary Education.
  • Experience: Previous insurance experience preferred but not required.
  • Licenses and Certifications: RIBO License preferred. Exposure to Epic is an asset.
  • Skills: Strong customer focus, demonstrated ability to handle multiple priorities successfully, strong analytical and organizational skills, excellent verbal and written communication skills.
  • Certifications: Ability to pass a criminal background check and credit check.

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