Farm Insurance Advisor- Sales & Service BOB Team

BrokerLinkSt. Albert, AB
CA$48,300 - CA$59,100Onsite

About The Position

BrokerLink is seeking a Farm Insurance Advisor to join their Sales & Service Book of Business Team in St. Albert, Alberta. This is a Permanent Full Time position. The role involves servicing an existing book of business, primarily farm insurance, with opportunities for growth. The advisor will provide prompt customer service, explain insurance policies, address concerns, and assist with quotes and new business. Responsibilities include processing commercial paperwork, preparing documentation for insurers, issuing insurance certificates, and communicating with insurance companies to negotiate terms and follow up on claims. The ideal candidate will have strong customer service and sales skills, with the ability to handle multiple priorities and resolve conflicts.

Requirements

  • Two or more years of customer service experience
  • 3 to 5 years of insurance experience preferred
  • AIC 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 and sales skills and adept in conflict resolution
  • Demonstrated ability to handle multiple priorities successfully
  • Strong analytical and organizational skills
  • Excellent verbal and written communication skills
  • Must be eligible to work in Canada from the anticipated start date and throughout their employment

Nice To Haves

  • Exposure to EPIC is an asset

Responsibilities

  • Service existing book of business (primarily Farm), with opportunity to grow and expand
  • Provide customers with prompt service by providing advice, help customers understand insurance, discuss customer concerns
  • Review and provide processing instructions on all incoming commercial paperwork
  • Assist with quotes to customers, write new business, review existing coverage and update customer file information
  • Prepare documentation for insurers, complete applications for new clients, issue insurance certificates
  • Review and provide processing instructions on endorsements, and follow up on payments
  • Communicate with Insurance companies, negotiate with underwriters on customers behalf, negotiate renewal of terms, follow up with Adjusters on claims status
  • Source and obtain additional information requested by the underwriter and complete applications

Benefits

  • Flexible work arrangements
  • Multiple benefits offered to support physical and mental wellbeing
  • Wellness account
  • Share plan & other savings
  • Employee Share Purchase Plan (ESPP) – with BrokerLink matching a portion of your contributions
  • Group RRSP, with company matching DPSP offerings
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