Personal Insurance Advisor

BrokerLink•Kirkland Lake, ON

5d•CA$44,700 - CA$54,700•Onsite

About The Position

We are looking for a Personal Insurance Advisor to join our growing team! Join our BrokerLink team as a Personal Insurance Advisor, where you’ll build trusted relationships with clients and tailor coverage solutions to protect what matters most. If you’re customer-focused, detail-oriented, and passionate about simplifying insurance, we’d love to hear from you. PLEASE NOTE: You must be prepared to study for and pass the provincial insurance licensing exam. This on-site position is available in our Kirkland Lake office.

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 prepared to study for and pass the provincial insurance licensing exam
Eligible to work in Canada

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