Personal Insurance advisor I (Calgary)
About The Position
We are looking for a Personal Insurance Advisor to join our growing Account Managed Clients 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, write new business for existing or new clients, and retain the existing book of business. You will quote new business through outbound call initiatives and introductory letters, and receive walk-in clients. The role also includes preparing documentation for insurers, completing applications for clients, issuing insurance certificates, processing changes, and reviewing renewals. You will also keep current on underwriting rules and workflow processes, actively participate in training initiatives, and participate in community marketing initiatives. Processing Account Receivable activities and providing guidance and assistance as requested are also part of the responsibilities.
Requirements
- Minimum 1-year Personal Insurance experience is required.
- Strong customer focus.
- 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.
- Level 2 Alberta General Insurance License preferred.
- BC Provincial License 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
- Share plan & other savings
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
