BrokerLink is a company that values integrity, respect, and a customer-driven mindset. They are seeking a Personal Insurance Advisor to service client needs, advise on insurance matters, and sell new policies while retaining existing business.
Responsibilities
- Service on-going 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
Skills
- High School and or Post-Secondary Education
- Strong customer focus
- Demonstrated ability to handle multiple priorities successfully
- Strong analytical and organizational skills
- Excellent verbal and written communication skills
- Previous Insurance experience preferred, but not required
- Exposure to Epic is an asset
Benefits
- Flexible work arrangements
- Multiple benefits offered to support physical and mental wellbeing, Wellness account and much more
- Share plan & other savings
- Incentive plan
- Commissions & other performance incentives: Expected, but not limited payout potential of 10-15% of salary (subject to personal and team performance)
- Employee Share Purchase Plan (ESPP)
- Group RRSP, with company matching DPSP offerings provide flexibility and long-term security for our employees beyond their careers.
Company Overview
BrokerLink is an insurance brokerage company that offers car, home, property, personal, and business insurance claims. It was founded in 1991, and is headquartered in Calgary, Alberta, CAN, with a workforce of 1001-5000 employees. Its website is http://www.brokerlink.ca.
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