Personal Insurance Advisor

BrokerLink • Lacombe, AB

10d • Onsite

About The Position

BrokerLink is seeking a Personal Insurance Advisor to join their growing team in Lacombe, AB. The company values integrity, respect, customer-driven mindset, excellence, and generosity, which also drive their diversity and inclusion efforts. They aim to provide a respectful and inclusive work environment and are looking for individuals who can provide high-level customer service with professionalism. BrokerLink is committed to investing in its employees' success, offering growth opportunities and valuing its team members. The company has over 200 offices across Canada and offers flexible work arrangements.

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

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: Entry Level
• Education Level: No Education Listed