Personal Insurance Advisor

Position: Personal Insurance Advisor Role
Location: Stony Plain

Explore a fulfilling career as a Personal Insurance Advisor at Broker Link, where your customer-centric skills will flourish. This position focuses on servicing ongoing client needs and providing tailored insurance recommendations.

In this role, you will service clients by advising on insurance matters, processing renewals, and selling new business. Your responsibilities will also include quoting policies, contacting underwriters, and preparing comprehensive documentation for insurers. You will engage in community marketing initiatives while showcasing your strong organizational skills.

Key Responsibilities:

• Provide solutions to ongoing client insurance inquiries

• Process new policy sales and client renewals

• Conduct assessments to identify client needs

• Prepare and manage documentation for insurance products

• Participate in training and community marketing efforts

Requirements:

• At least 1 year of experience in Personal Insurance preferred

• Holding an AIC License is a plus

• Strong focus on customer service and satisfaction

• Excellent communication skills, both verbally and in writing

• Good analytical skills for effective problem solving

Enhance your career at Broker Link while ensuring client success.
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