Personal Insurance Advisor
BrokerLink
Cochrane, Ontario, Canada
1d ago

Come start your career with us! Here at BrokerLink, we are committed to the growth and development of our employees. We offer a competitive compensation package, rewarding work and a casual dress for your day environment.

We are proud to say that BrokerLink has become one of Canada’s largest and most reliable insurance brokerages that is passionate about taking care of our customers and ensuring we are there when they need us the most.

We have an opening for a Personal Insurance Advisor to join our Personal Insurance team working at our branch office in Cochrane, ON.

Position Summary :

To provide front-line sales and customer service of Personal lines policies and taking responsibility for the 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 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
  • Process Account Receivable activities
  • Provide guidance and assistance as requested
  • What you bring to the table :

  • High School and or Post-Secondary Education
  • Minimum of 3 years Personal Insurance experience
  • RIBO License required
  • 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
  • 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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