Commercial Insurance Advisor- Service team

Being a part of Broker Link, means you live our values: to act with integrity, be respectful of others, have a customer-driven mindset, strive for excellence and always treat others with generosity. These values drive our diversity and inclusion efforts to ensure a respectful and inclusive work environment is present.

We want like-minded individuals who want to provide the highest level of customer service, who carry themselves with utmost professionalism.

We want to invest in you! Your success is our success and our purpose of “we’re here to help people” is what motivates us to keep the amazing talent we attract, for a long time. We want to bring out the best of all our team members! Offering countless opportunities to grow and an environment which values our most important assets, you, our team members.

We have over 200 offices across Canada, ask us about our flexible work arrangements!

Pay at Broker Link is about much more than just salary.

- Flexible work arrangements
- Multiple benefits offered to support physical and mental wellbeing, Wellness account and much more
- Share plan & other savings

Salary range (but not limited to):50,900 - 62,200

Incentive plan Commissions & other performance incentives:
Expected, but not limited payout potential of 10-15% of salary (subject to personal and team performance)
As part of our commitment to Win As A Team, we share our success with employees through our incentive programs and Employee Share Purchase Plan (ESPP) – with Broker Link matching a portion of your contributions.

Our Group RRSP, with company matching DPSP offerings provide flexibility and long-term security for our employees beyond their careers.

Salary for the candidate will be determined taking into consideration a number of factors including: experience, skills, qualifications, anticipated contribution to role, internal equity, location etc. The salary range presented below is based on a 35-hour workweek and would represent a majority of different candidate profiles. However, we encourage candidates who may fall outside of this range to apply as well.

About the role

We are looking for a Commercial Insurance Advisor to join our Commercial IBU Service team in one of our Ottawa offices!

As a Commercial Insurance Advisor on our Independent Business Unit (IBU) - Service team, you’ll build trusted relationships with small business clients and tailor insurance coverage to protect what matters most.

What you’ll do here:

Provide front-line Commercial Insurance sales and customer service for small businesses.

Service on-going client needs, advise on insurance matters, conduct needs assessment, recommend solutions, answer inquiries, conduct care calls and process renewals .Quote and sell new policies/write new business to existing or new clients, and retain existing book of business through inbound and outbound calls, introductory letters and receive walk-in clients.

Prepare documentation for insurers, complete applications for clients, issue insurance certificates, process changes and review renewals.

Contact Underwriters and Adjusters to discuss guidelines and policies.

Keep current on underwriting rules and workflow processes, and actively participate in training initiatives.

Process Account Receivable activities.

Participate in community marketing initiatives.

Provide guidance and assistance as requested.

What you bring to the table:

Strong customer service, sales, and/or call center experience.

RIBO is required (or willingness to obtain it)
Previous P&C Insurance experience is a definite asset.

Excellent customer service skills; customer-focused and able to resolve conflicts effectively.

Proven ability to manage multiple priorities successfully.

Effective verbal and written communication skills.

Accountable,…