Personal Insurance Advisor

Join to apply for the  Personal Insurance Advisor  role at  Broker Link - Eastern Ontario Region .

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" motivates us to keep the amazing talent we attract, for the long term. We want to bring out the best of all our team members, offering countless opportunities to grow in an environment that values our most important asset—you.

We have over 200 offices across Canada. Ask us about our flexible work arrangements.

We are looking for a  Personal Insurance Advisor  to join Broker Link and work out of our  Pickering  Branch in our  Central Ontario Region , on a  Permanent FT  basis.

Employee Perks

Flexible health and dental insurance benefits package

Personal spending allowance to invest in your healthy lifestyle

RRSP with company matching

ESPP with matching aspect

Dress‑for‑your‑day policy: dress according to your schedule

Competitive compensation package with bonus aspect

Employee discount program (Apple, Bell, Rogers, and more!)

Paid Time Off: personal days, volunteer days, exam/study time, jury duty, starting at 3 weeks of vacation per year

Employer recognized as one of Canada’s best employers (Kincentric 2024)

What

The Role Entails

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

The Successful Candidate Will Have

High school and/or post‑secondary education

Minimum 1‑year personal insurance experience preferred

RIBO license 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

Ability to pass a criminal background check and credit check

Equivalency of skills and experience may be considered

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

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! We want to foster a workplace that makes all our team members and customers feel welcome and appreciated.

Discover more about Broker Link! Visit our new dedicated webpage –

At Broker Link, we value diversity and are committed to creating an inclusive workplace that inspires each of us to be the best we can be. Join our team and make a difference!

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