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