Insurance Advisor
2 months ago
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.
- 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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Northeastern Manitoulin and the Islands, Canada Brokerlink Full time{"title": "Personal Insurance Advisor", "description": "Job SummaryWe are seeking a skilled Personal Insurance Advisor to join our team at BrokerLink. As a key member of our Little Current Branch, you will be responsible for providing exceptional service to our clients and growing our business through new sales and retention efforts.Key...
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Northeastern Manitoulin and the Islands, Canada Brokerlink Full time{"title": "Personal Insurance Advisor", "description": "Job SummaryWe are seeking a skilled Personal Insurance Advisor to join our team at BrokerLink. As a key member of our Little Current Branch, you will be responsible for providing exceptional service to our clients and growing our business through new sales and retention efforts.Key...
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