Personal Insurance Advisor

Personal Insurance Advisor – Peterborough, ON

We are looking for a Personal Insurance Advisor to join Broker Link and work out of our Peterborough, ON branch on a Permanent (Full‑time) basis.

• 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.
• 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.

• High School and/or Post‑Secondary Education.
• Previous insurance experience preferred but not required.
• RIBO License preferred.
• 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.

• 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’, dress according to your daily schedule.
• Competitive compensation package with bonus for unlimited earning potential.
• Employee discount program, including Apple, Bell, Rogers and more!
• Paid Time Off – Personal days, Volunteer days, Exam/Study Time, Jury Duty and starting at 3 weeks of vacation per year.
• Working for an employer regularly recognized as one of Canada’s best employers such as Kincentric 2024.