Personal Insurance Advisor

BrokerLink is a company that values integrity, respect, and a customer-driven mindset. They are seeking a Personal Insurance Advisor to service client needs, advise on insurance matters, and sell new policies while retaining existing business.

Responsibilities

• 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
• Quote new business through outbound call initiatives, introductory letters and receive walk-in clients
• 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

Skills

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

Benefits

• Flexible work arrangements
• Multiple benefits offered to support physical and mental wellbeing, Wellness account and much more
• Share plan & other savings
• Incentive plan
• Commissions & other performance incentives: Expected, but not limited payout potential of 10-15% of salary (subject to personal and team performance)
• Employee Share Purchase Plan (ESPP)
• Group RRSP, with company matching DPSP offerings provide flexibility and long-term security for our employees beyond their careers.

Company Overview