Personal Insurance Advisor

Personal Insurance Advisor at Broker Link

Join a team that exemplifies integrity, respect, a customer‑driven mindset, excellence, generosity, and inclusivity. We value diversity and inclusion, and foster an environment where every team member feels welcome and appreciated.

We seek like‑minded individuals who provide the highest level of customer service, carry themselves with professionalism, and are committed to continuous growth. We invest in your success and offer opportunities for growth across our 200+ Canadian offices. Ask us about flexible work arrangements.

We are looking for a Personal Insurance Advisor to join Broker Link and work out of our Peterborough, ON office on a permanent full‑time basis.

• Service ongoing 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.
• Exposure to Epic is an asset.
• RIBO License is preferred.
• Strong customer focus.
• Demonstrated ability to handle multiple priorities successfully.
• Strong analytical and organizational skills.
• Excellent verbal and written communication skills.

We thank all applicants for their interest, but only those selected for an interview will be contacted.

This role is a new member of our growing team.

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. We do not provide sponsorship or support for immigration‑related matters. Candidates must be eligible to work in Canada from the anticipated start date and throughout their employment and are solely responsible for maintaining their work eligibility.

Discover more about Broker Link! Visit our new dedicated Webpage.