Personal Insurance Advisor at BrokerLink

Position: Personal Insurance Advisor Role at BrokerLink
Location: Rockland

Pursue your passion at Broker Link as a Personal Insurance Advisor, championing client-focused insurance solutions. This role emphasizes relationship-building, policy sales, and tailored client support.

As a Personal Insurance Advisor, you will manage client portfolios, conducting needs assessments and delivering personalized recommendations. Key duties include processing renewals, quoting new business through various outreach methods, and preparing policy documentation. You will also engage with underwriters and contribute to community initiatives, cultivating brand presence.

Key Responsibilities:

• Handle ongoing client inquiries and conduct assessments

• Sell new policies while retaining existing clients

• Prepare necessary documentation for clients and insurers

• Maintain current knowledge of underwriting rules

• Process accounts receivable and participate in training

Requirements:

• High School and/or Post-Secondary Education

• At least 1 year of Personal Insurance experience needed

• Strong focus on customer service and relationships

• Excellent verbal and written communication skills

• Strong analytical and multitasking abilities

Make your mark at Broker Link, helping clients secure the best insurance coverage.
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