Personal Insurance Advisor

2 weeks ago

Sudbury, Ontario, Canada BrokerLink Full time

Being a part of BrokerLink, means you live our values: to act with integrity, be respectful of others, have a customer-driven mindset, strive for excellence and always treat others with generosity. These values drive our diversity and inclusion efforts to ensure a respectful and inclusive work environment is present.

We want like-minded individuals who want to provide the highest level of customer service, who carry themselves with utmost professionalism.

We want to invest in you Your success is our success and our purpose of "we're here to help people" is what motivates us to keep the amazing talent we attract, for a long time. We want to bring out the best of all our team members Offering countless opportunities to grow and an environment which values our most important assets, you, our team members. We have over 200 offices across Canada, ask us about our flexible work arrangements

About the role

We are looking for a Personal Insurance Advisor (VIP Book of Business) to join BrokerLink and work out of our Sudbury or North Bay, ON office on a Permanent Full Time basis.

What you'll do here:

  • Participate in a structured training mentorship program led by our senior VIP Insurance Advisor, designed to support your professional growth and deepen your expertise in high-touch client service.
  • 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.
  • 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.

What you bring to the table:

  • High School and or Post-Secondary Education.
  • Previous insurance experience is preferred but not required.
  • Exposure to Epic is an asset.
  • RIBO License is an asset.
  • Strong customer focus.
  • Demonstrated ability to handle multiple priorities successfully.
  • Strong analytical and organizational skills.
  • Excellent verbal and written communication skills.
LI-Onsite

We thank all applicants for their interest, but only those selected for an interview will be contacted.

This role is a new member of our growing team.

We are an equal opportunity employer

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 .

Please note that BrokerLink does not provide sponsorship or other support for immigration-related matters including but not limited to employer-specific closed work permits. Candidates must be eligible to work in Canada from the anticipated start date and throughout their employment and are solely responsible for maintaining their work eligibility.

At BrokerLink, we value diversity and are committed to creating an inclusive workplace that inspires each of us to be the best we can be. Join our team and make a difference

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