BrokerLink is seeking a Personal Insurance Advisor to join their growing team. This role involves servicing ongoing client needs, advising on insurance matters, conducting needs assessments, recommending solutions, answering inquiries, performing care calls, and processing renewals. Additionally, the advisor will sell new policies, write new business for existing or new clients, and retain the existing book of business. This includes quoting new business through outbound calls and introductory letters, and serving walk-in clients. The role also requires contacting Underwriters and Adjusters to discuss guidelines and policies, preparing documentation for insurers, completing applications for clients, issuing insurance certificates, processing changes, and reviewing renewals. The advisor must stay current on underwriting rules and workflow processes, actively participate in training initiatives and community marketing efforts, process Account Receivable activities, and provide guidance and assistance as requested.
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Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED