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Insurance Advisor
2 months ago
We are seeking a highly skilled and motivated Insurance Advisor to join our Personal Insurance team at BrokerLink Insurance. As an Insurance Advisor, you will be responsible for providing exceptional customer service and delivering tailored insurance solutions to our clients.
Key Responsibilities- Service on-going client needs, advise on insurance matters, conduct needs assessments, 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 receiving walk-in clients
- Contact Underwriters and Adjusters to discuss guidelines and policy
- Prepare documentation for insurers, completing 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
- High School and/or Post-Secondary Education
- Minimum of 2 years sales experience
- Level 1 General license or willing to obtain
- 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
- Ability to pass a criminal background check and credit check
BrokerLink Insurance is a leading insurance brokerage that provides a wide range of insurance solutions to individuals and businesses. We are committed to delivering exceptional customer service and building long-term relationships with our clients.
