Personal Insurance Advisor

About the role

We are looking for a Personal Insurance Advisor to work out of our Smiths Falls, ON office on a permanent full-time basis and join our growing team!

• Service on‑going 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 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

• Flexible work arrangements
• Multiple benefits offered to support physical and mental well‑being, including a wellness account
• Share plan & other savings
• Group RRSP with company matching and DPSP offerings
• Salary range (but not limited to): 44,700 – 54,700 per annum (based on a 35‑hour workweek)
• Incentive plan – commissions & other performance incentives; expected payout potential of 10–15% of salary (subject to personal and team performance)

• Minimum 1‑year personal insurance experience preferred
• Preference given to candidates with an active RIBO license
• 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

Broker Link is an equal opportunity employer. We are 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 and maintaining an inclusive environment which embraces our diversities and sees them as our strength!