Personal Insurance Advisor

BrokerLink•Red Deer, AB

10d•Onsite

About The Position

Being a part of BrokerLink, means you live our values: to act with integrity, be respectful of others, have a customer-driven mindset, strive for excellence and always treat others with generosity. These values drive our diversity and inclusion efforts to ensure a respectful and inclusive work environment is present. We want like-minded individuals who want to provide the highest level of customer service, who carry themselves with utmost professionalism. We want to invest in you! Your success is our success and our purpose of “we’re here to help people” is what motivates us to keep the amazing talent we attract, for a long time. We want to bring out the best of all our team members! Offering countless opportunities to grow and an environment which values our most important assets, you, our team members. We have over 200 offices across Canada, ask us about our flexible work arrangements! We are looking for a Personal Insurance Advisor to join our growing team in Red Deer, AB!

Requirements

Strong customer focus
Demonstrated ability to handle multiple priorities successfully
Strong analytical and organizational skills
Excellent verbal and written communication skills

Nice To Haves

Minimum 1-year Personal Insurance experience preferred
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: 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
Accessible environment. Accommodations are available on request for candidates taking part in the selection process.