Personal Insurance Advisor

BrokerLink • Cobourg, ON

6d • CA$47,100 - CA$57,500 • Onsite

About The Position

We are looking for a Personal Insurance Advisor to work in our Cobourg, ON office on a permanent full-time basis and join our growing team!

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
• Must be eligible to work in Canada from the anticipated start date and throughout their employment

Nice To Haves

• RIBO License is an asset
• 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
• Share plan & other savings
• Incentive plan
• Commissions & other performance incentives
• Employee Share Purchase Plan (ESPP)
• Group RRSP, with company matching DPSP offerings

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed