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Insurance Advisor

2 months ago

Ottawa, Ontario, Canada BrokerLink Insurance Full time
Insurance Advisor Role

We are seeking a highly skilled Insurance Advisor to join our team at BrokerLink Insurance. As an Insurance Advisor, you will be responsible for providing exceptional customer service, advising clients on insurance matters, and conducting needs assessments to recommend solutions.

Key Responsibilities:
  • Service ongoing client needs and advise on insurance matters
  • Conduct needs assessments and recommend solutions
  • Sell new policies and retain existing business
  • Quote new business and process renewals
  • Prepare documentation for insurers and complete applications for clients
  • Keep current on underwriting rules and workflow processes
  • Actively participate in training initiatives
  • Participate in community marketing initiatives
Requirements:
  • High School and/or Post-Secondary Education
  • Bilingual in French and English
  • Minimum of 3 years Personal Insurance experience preferred
  • AFM License is required
  • RIBO License is an asset
  • 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
Perks of Working with Us:
  • Flexible health and dental insurance benefits package
  • Personal Spending amount to invest in your healthy lifestyle
  • RRSP - Registered Retirement Savings Plan with Company matching
  • ESPP - Employee Share Purchase Plan (TSX:IFC) program with matching aspect
  • 'Dress for your day', dress according to your daily schedule
  • Competitive compensation package with bonus aspect
  • Employee discount program, including Apple, Bell, Rogers and more
  • Paid Time Off in the form of: Personal days, Volunteer days, Exam/Study Time, Jury Duty and starting at 3 weeks of vacation per year

We thank all applicants for their interest, but only those selected for an interview will be contacted. BrokerLink is committed to providing an accessible environment. Accommodations are available on request for candidates taking part in the selection process. BrokerLink is committed to creating and maintaining an inclusive environment which embraces our diversities and sees them as our strength. We want to foster a workplace that makes all our team members and customers feel welcome and appreciated. Discover more about BrokerLink Visit our new dedicated Webpage -