Personal Insurance Advisor

Job Category: Personal and Commercial Insurance

Requisition Number: PERSO004569

• Posted: November 15, 2024
• Full-Time

Locations

Showing 1 location

Description

Being a part of BrokerLink means you live our values: to act with integrity, be respectful of others, have a customer-driven mindset, strive for excellence, and always treat others with generosity. These values drive our diversity and inclusion efforts to ensure a respectful and inclusive work environment.

We want like-minded individuals who provide the highest level of customer service and carry themselves with utmost professionalism.

We are looking for a Personal Insurance Advisor to join BrokerLink in our Kitchener - Victoria branch office in Western Ontario on a Permanent FT basis.

What the Role Entails:

• Service ongoing client needs, advise on insurance matters, conduct needs assessments, recommend solutions, answer inquiries, conduct care calls, and process renewals.
• Sell new policies/write new business to existing or new clients, retain an 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.

The Successful Candidate Will Have:

• High School and/or Post-Secondary Education.
• Minimum of 3 years Personal Insurance experience preferred.
• RIBO License preferred.
• Exposure to Epic is an asset.
• 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.

Perks of Working with Us:

• Flexible health and dental insurance benefits package.
• Personal Spending amount to invest in your healthy lifestyle.
• RRSP - Registered Retirement Savings Plan with Company matching.
• ESPP - Employee Share Purchase Plan (TSX:IFC) program with matching aspect.
• ‘Dress for your day’ policy.
• Competitive compensation package with bonus aspect.
• Employee discount program, including Apple, Bell, Rogers, and more!
• Paid Time Off in the form of Personal days, Volunteer days, Exam/Study Time, Jury Duty, and starting at 3 weeks of vacation per year!
• Working for an employer recognized as one of Canada’s best employers.

We thank all applicants for their interest, but only those selected for an interview will be contacted.

BrokerLink is committed to providing an accessible environment. Accommodations are available on request for candidates taking part in the selection process.

BrokerLink is committed to creating and maintaining an inclusive environment that embraces our diversities and sees them as our strength. Join our team and make a difference!