Personal Insurance Advisor

Personal Insurance Advisor – Broker Link

Join our growing team at the Perth office and help us deliver exceptional customer service.

We are looking for a Personal Insurance Advisor to join our growing team and work out of our Perth office.

• 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

• High School and/or Post-Secondary Education
• Minimum 1-year Personal Insurance experience preferred
• 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 in both English and French is preferred

Entry level

Full-time

Sales and Business Development

Insurance

We are an equal opportunity employer.

Broker Link is committed to providing an accessible environment. Accommodations are available on request for candidates taking part in the selection process. Broker Link is committed to creating an inclusive environment that embraces our diversities and sees them as our strength. We want to foster a workplace that makes all our team members and customers feel welcome and appreciated.

Discover more about Broker Link! Visit our dedicated webpage.