Personal Insurance Advisor

Overview

Personal Insurance Advisor at Broker Link

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

Being a part of Broker Link means you live our values: integrity, respect, a customer-driven mindset, excellence, and generosity. These values support our diversity and inclusion efforts to ensure a respectful and inclusive work environment.

We want like-minded individuals who provide the highest level of customer service and carry themselves with utmost professionalism. We are invested in your success and offer opportunities to grow in a company that values its people. With over 200 offices across Canada, we offer flexible work arrangements.

• Service ongoing client needs, advise on insurance matters, conduct needs assessments, recommend solutions, answer inquiries, perform care calls, and process renewals
• Sell new policies/write new business to existing or new clients and retain existing book of business
• Quote new business through outbound calls, introductory letters, and 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
• Stay current on underwriting rules and workflow processes
• Actively participate in training initiatives and community marketing initiatives
• Process accounts 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
• 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.

Equal Opportunity & Accessibility

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. We are 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 by visiting our website. Please note that Broker Link does not provide sponsorship or other support for immigration-related matters. Candidates must be eligible to work in Canada from the anticipated start date and throughout their employment.

• Seniority level:
  Entry level
• Employment type:
  
  Full-time
• Job function:
  Sales and Business Development
• Industries:
  Insurance

Apply BELOW