PI Advisor

About The Role

We are looking for a Personal Insurance Advisor to join our growing team!

• 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 experience in Personal Insurance (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 work arrangements
• Multiple benefits to support physical and mental wellbeing, wellness account, and much more
• Share plan & other savings
• Employee Share Purchase Plan (ESPP) with company match on contributions
• Group RRSP with company matching DPSP offerings
• Salary: 47,100 – 57,500 (based on a 35‑hour workweek)
• Commission & performance incentives: expected 10‑15% of salary (subject to personal and team performance)

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 and maintaining an inclusive environment which embraces our diversities and sees them as our strength! Join our team and make a difference!