BL Position 655

BrokerLink • Markham, ON

1d • CA$47,100 - CA$57,500 • Hybrid

About The Position

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. The advisor will also be responsible for selling new policies to existing or new clients, retaining the existing book of business, and quoting new business through outbound calls, introductory letters, and walk-in clients. Key tasks include contacting Underwriters and Adjusters, preparing documentation for insurers, completing client applications, issuing insurance certificates, processing changes, and reviewing renewals. The role also requires staying current on underwriting rules and workflow processes, actively participating in training and community marketing initiatives, processing Account Receivable activities, and providing guidance and assistance as requested. BrokerLink emphasizes its values of integrity, respect, customer focus, excellence, and generosity, driving diversity and inclusion efforts to create a respectful and inclusive work environment. They aim to attract and retain talent by investing in employees, offering growth opportunities, and valuing their team members. With over 200 offices across Canada, flexible work arrangements are available. BrokerLink offers a competitive compensation package including salary, commissions, performance incentives, an Employee Share Purchase Plan (ESPP) with company matching, a Group RRSP with company matching, and DPSP offerings for long-term security.

Requirements

• High School and or Post-Secondary Education
• Minimum 1-year Personal Insurance experience preferred
• Exposure to Epic is an asset
• 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

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
• 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: Mid Level
• Education Level: High school or GED