Commercial Insurance Advisor

BrokerLink

2d•CA$48,800 - CA$59,600•Hybrid

About The Position

Being a part of BrokerLink, 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” is what motivates us to keep the amazing talent we attract, for a long time. We want to bring out the best of all our team members! Offering countless opportunities to grow and an environment which values our most important assets, you, our team members. We have over 200 offices across Canada, ask us about our flexible work arrangements! Pay at BrokerLink is about much more than just salary. As part of our commitment to Win As A Team, we share our success with employees through our incentive programs and Employee Share Purchase Plan (ESPP) – with BrokerLink matching a portion of your contributions. Our Group RRSP, with company matching DPSP offerings provide flexibility and long-term security for our employees beyond their careers. Salary for the candidate will be determined taking into consideration a number of factors including: experience, skills, qualifications, anticipated contribution to role, internal equity, location etc. The salary range presented below is based on a 35-hour workweek and would represent a majority of different candidate profiles. However, we encourage candidates who may fall outside of this range to apply as well. About the role We are looking for a Commercial Insurance Advisor I to join our growing Commercial Lines team. In this role, you will provide front-line customer service and sales support for commercial insurance clients. You will be responsible for servicing existing accounts, assisting with new business, and supporting the retention and growth of a commercial book.

Requirements

Two or more years of Sales experience
1 to 3 years of experience in the insurance industry is an asset
CAIB or New Brunswick General Insurance License is preferred or must obtain upon hire
Exposure to EPIC is an asset
Proficient in MS Office – Word, Excel, Outlook
Excellent customer services skills and adept in conflict resolution
Demonstrated ability to handle multiple priorities successfully
Strong analytical and organizational skills
Excellent verbal and written communication skills

Responsibilities

Manage a portfolio of Independent Business Unit accounts, ensuring exceptional service and long-term client satisfaction.
Actively contribute to revenue by selling new policies and writing new business to new and existing clients.
Quote policies, review renewals, and achieve growth targets with confidence.
Quote and bind new business through referrals, walk-ins, cold calls, and inbound inquiries.
Provide customers with prompt and trusted service by easing their concerns, helping them understand their coverage, and delivering fast, knowledgeable service that builds customer loyalty.
Review and provide clear processing instructions on all incoming commercial paperwork to keep processes moving efficiently.
Assist with quotes, write new business, conduct coverage reviews, and accurately update customer file information.
Complete applications, issue insurance certificates, and prepare insurer documentation that showcases professionalism and attention to detail.
Manage processing instructions on endorsements and ensure timely follow-ups to keep every transaction smooth and seamless.
Communicate with Insurance companies, negotiate with underwriters on customers behalf, negotiate renewal terms, and liaise with underwriters and adjusters to ensure optimal outcomes.
Source and provide underwriters with the additional info they need to make decisions fast ensuring timely submissions and a better client experience