Commercial Insurance Advisor - IBU Service team
About The Position
We are looking for a Commercial Insurance Advisor to join our Commercial IBU Service team at BrokerLink! 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. You’ll consistently find new ways to generate leads and referrals to build and maintain a strong pipeline of prospects, while also handling inbound calls from our commercial clientele. In this role, you will provide expert advice, offer solutions, respond to inquiries, and upsell and cross-sell commercial insurance products—helping customers find insurance solutions that meet their needs. You will foster a climate of trust and deliver excellent, timely customer service. If you are motivated, sales oriented and have a passion for exceptional customer experience, retention and growth, we’d love to hear from you!
Requirements
- Strong customer service, sales, and/or call center experience.
- AIC General Insurance Licence Level 1 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, goal-oriented and proactive.
- Ability to work as part of a team as well as independently in a fast-paced environment.
Nice To Haves
- Insurance designation (CAIB, CIP, FCIP or AIIC) an asset.
Responsibilities
- 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.
Benefits
- Flexible work arrangements
- Multiple benefits offered to support physical and mental wellbeing
- Wellness account
- Share plan & other savings
- Incentive plan
- Commissions & other performance incentives
- Employee Share Purchase Plan (ESPP) – with BrokerLink matching a portion of your contributions.
- Group RRSP, with company matching DPSP offerings
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
