Personal Insurance Advisor

BrokerLink • Okotoks, AB

5d • $44,700 - $54,700 • Onsite

About The Position

Being a part of BrokerLink, means you live our values: to act with integrity, be respectful of others, have a customer-driven mindset, strive for excellence and always treat others with generosity. These values drive our diversity and inclusion efforts to ensure a respectful and inclusive work environment is present. We want like-minded individuals who want to provide the highest level of customer service, who carry themselves with utmost professionalism. We want to invest in you! Your success is our success and our purpose of “we’re here to help people” is what motivates us to keep the amazing talent we attract, for a long time. We want to bring out the best of all our team members! Offering countless opportunities to grow and an environment which values our most important assets, you, our team members. We have over 200 offices across Canada, ask us about our flexible work arrangements! Pay at BrokerLink is about much more than just salary. As part of our commitment to Win As A Team, we share our success with employees through our incentive programs and Employee Share Purchase Plan (ESPP) – with BrokerLink matching a portion of your contributions. Our Group RRSP, with company matching DPSP offerings provide flexibility and long-term security for our employees beyond their careers. Salary for the candidate will be determined taking into consideration a number of factors including: experience, skills, qualifications, anticipated contribution to role, internal equity, location etc. The salary range presented below is based on a 35-hour workweek and would represent a majority of different candidate profiles. However, we encourage candidates who may fall outside of this range to apply as well. We are looking for a Personal Insurance Advisor to join our growing team at BrokerLink! As a Personal Insurance Advisor, you’ll build trusted relationships with clients and tailor coverage solutions to protect what matters most. You will play an essential role in serving the community and providing exceptional service to our customers, whether they visit in person or reach out by phone. If you’re customer-focused, detail-oriented, and passionate about simplifying insurance, we’d love to hear from you! PLEASE NOTE: If you do not already hold an AIC General insurance license, you must be prepared to study for and pass the provincial insurance licensing exam. This is a full-time permanent position that will be on-site in our Okotoks, AB office at 14 McRae Street.

Requirements

• High School and or Post-Secondary Education.
• Must have their Level 1 Alberta General Insurance License or willing to obtain.
• Minimum 1-year Personal Insurance experience preferred.
• Exposure to Epic is an asset.
• Previous customer service, sales and/or call center experience.
• Strong customer focus.
• Demonstrated ability to handle multiple priorities successfully.
• Strong analytical and organizational skills.
• Excellent verbal and written communication skills.
• No Canadian work experience required however must be eligible to work in Canada.

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
• Incentive plan
• Commissions & other performance incentives
• 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: High school or GED