Personal Insurance Advisor I

BrokerLink • Wellington North, ON

33d • Onsite

About The Position

We are looking for a Personal Insurance Advisor to join our growing team! Join our BrokerLink team as a Personal Insurance Advisor, where you’ll build trusted relationships with clients and tailor coverage solutions to protect what matters most. If you’re customer-focused, detail-oriented, and passionate about simplifying insurance, we’d love to hear from you. PLEASE NOTE: You must be prepared to study for and pass the provincial insurance licensing exam. This on-site position is available in our Arthur office. Your work schedule: 35 hours a week. Monday to Friday, 9:00am to 5:00pm

Requirements

• Minimum 1-year Personal Insurance experience preferred
• Strong customer focus
• Demonstrated ability to handle multiple priorities successfully
• Strong analytical and organizational skills
• Excellent verbal and written communication skills

Nice To Haves

• Exposure to Epic is an asset

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 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) – with BrokerLink matching a portion of your contributions
• Group RRSP, with company matching DPSP offerings

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 501-1,000 employees