Personal Insurance Advisor

BrokerLink • Calgary, AB

10d • $47,100 - $57,500 • Onsite

About The Position

Being a part of BrokerLink means living values of integrity, respect, customer-driven mindset, excellence, and generosity, which drive diversity and inclusion efforts for a respectful and inclusive work environment. The company seeks like-minded individuals who provide high-level customer service and professionalism, and it is committed to investing in its employees' success. BrokerLink aims to retain talent by offering growth opportunities and valuing its team members. With over 200 offices across Canada, flexible work arrangements are available. The company is looking for a Personal Insurance Advisor to join its growing Account Managed Clients team. This role is a new addition to the team. BrokerLink is an equal opportunity employer committed to providing an accessible environment, with accommodations available upon request for candidates in the selection process. The company fosters an inclusive environment that embraces diversity and makes all team members and customers feel welcome and appreciated. BrokerLink does not provide sponsorship or other support for immigration-related matters; candidates must be eligible to work in Canada from the anticipated start date and throughout their employment.

Requirements

• Strong customer focus
• Demonstrated ability to handle multiple priorities successfully
• Strong analytical and organizational skills
• Excellent verbal and written communication skills
• Eligible to work in Canada from the anticipated start date and throughout their employment and are solely responsible for maintaining their work eligibility

Nice To Haves

• Minimum 1-year Personal Insurance experience
• Exposure to Epic is an asset
• Level 2 Alberta General Insurance License
• BC Provincial License 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: Expected, but not limited payout potential of 10-15% of salary (subject to personal and team performance)
• Employee Share Purchase Plan (ESPP) – with BrokerLink matching a portion of your contributions
• Group RRSP, with company matching DPSP offerings provide flexibility and long-term security for our employees beyond their careers

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 501-1,000 employees