VIP Personal Insurance Advisor
Broker Link
Edmonton, AB, CAN
1d 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 140 community branches and 2,000 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!

The Position :

We have an immediate opening for a VIP Personal Insurance Advisor to join our Personal Insurance team working at our Mayfield Office in Edmonton, Alberta.

To provide front-line customer service of Personal Lines policies and taking responsibility for the service, retention and account development of existing clients, 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 retention calls and process renewals
  • Sell new policies / write new business to existing or new VIP customers (High net worth customers, high profile individuals with our group programs, clients linked to significant commercial accounts).
  • 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
  • What you bring to the table :

  • Minimum 1 to 2 years’ experience within the Insurance industry
  • Level 1 General Insurance License is a must
  • High School Diploma and / or Post-Secondary Education
  • 2 plus years customer service experience
  • Excellent customer services skills and adept in conflict resolution
  • Demonstrated ability to handle multiple priorities successfully
  • Strong analytical and organizational skills
  • Excellent verbal and written communication skills
  • Ability to thrive and be successful in a fast paced environment
  • Exposure to EPIC is an asset
  • Proficient in MS Office Word, Excel, Outlook
  • 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 2019)
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