Personal Insurance Advisor

BrokerLink • Perth, ON

1d • CA$44,700 - CA$54,700 • Onsite

About The Position

BrokerLink is seeking a Personal Insurance Advisor to join their growing team in Perth, ON. This is a permanent, full-time position. The 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 to existing or new clients, retain the existing book of business, quote new business through outbound calls and introductory letters, and handle walk-in clients. The position requires interaction with Underwriters and Adjusters to discuss guidelines and policies, preparation of documentation for insurers, completion of applications for clients, issuance of insurance certificates, processing of changes, and review of renewals. The advisor must stay current on underwriting rules and workflow processes, actively participate in training initiatives and community marketing, process Account Receivable activities, and provide guidance and assistance as requested.

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

Nice To Haves

• 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) – 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