Personal Insurance Advisor I

BrokerLink • Calgary, AB

5d • CA$47,100 - CA$57,500 • Hybrid

About The Position

We are looking for a Personal Insurance Advisor to join our growing team! This role involves servicing ongoing client needs, advising on insurance matters, conducting needs assessments, recommending solutions, answering inquiries, conducting care calls, and processing renewals. Additionally, you will sell new policies to existing or new clients, retain an existing book of business, quote new business through outbound calls and introductory letters, and receive walk-in clients. You will also contact Underwriters and Adjusters to discuss guidelines and policies, prepare documentation for insurers, complete applications for clients, issue insurance certificates, process changes, and review renewals. Keeping current on underwriting rules and workflow processes, actively participating in training initiatives, participating in community marketing initiatives, processing Account Receivable activities, and providing guidance and assistance as requested are also key aspects of this role.

Requirements

• High School and or Post-Secondary Education
• Minimum 1-year Personal Insurance experience preferred
• Exposure to Acturis is a must
• Strong customer focus
• Demonstrated ability to handle multiple priorities successfully
• Strong analytical and organizational skills
• Excellent verbal and written communication skills

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
• Process Account Receivable activities
• 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
• Commissions & other performance incentives
• Employee Share Purchase Plan (ESPP)
• Group RRSP, with company matching DPSP offerings

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED