Personal Insurance Advisor
Broker Link
Edmonton, AB, CAN
6d ago

Primary 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
  • Quoting 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 and Experience :

  • High School Diploma and / or Post-Secondary Education
  • Excellent customer services skills and adept in conflict resolution
  • Level 1 or 2 General Insurance license required
  • Demonstrated ability to handle multiple priorities successfully
  • Strong analytical and organizational skills
  • Excellent verbal and written communication skills
  • BrokerLink hours of work would be Monday to Friday 8 am to 8 pm, shift times will vary with minimum of one (1) Saturday per month as required.

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