Personal Insurance Advisor
BrokerLink
Cochrane, Alberta, Canada
15h ago

Join our team and make a difference! We are passionate about taking care of our customers and ensuring we are there when they need us most.

With over 200 community branches and 2,700 employees, we’re proud to say that BrokerLink has become one of Canada’s largest and most reliable insurance brokerages.

We know how to serve you better because we know where you’re coming from. It’s the personal touch that counts!

As an insurance advisor, you will be providing quality front-line customer service by taking responsibility for the retention and account development of our existing clients and quoting and placing new business as required.

What you will be doing :

  • 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 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
  • What you bring to the table :

  • High School and / or Post-Secondary Education
  • Minimum of 2 years sales experience (previous insurance sales experience preferred but not required)
  • Level 1 General license is preferred but not mandatory
  • 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 preferred
  • What’s in it for you :

  • Commitment to your growth and development
  • Flexibility in how and where you work
  • A competitive compensation package
  • Flexible health and dental benefits package
  • An RRSP with a company matching component
  • A casual dress for your day’ environment
  • Be a part of a company that is one of Canada’s best employers (Named by Kincentric in 2020)
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