Personal Insurance Advisor
About The Position
We are looking for a Personal Insurance Advisor to join our BrokerLink team! As a Personal Insurance Advisor, you’ll build trusted relationships with clients and tailor coverage solutions to protect what matters most. You will play an essential role in serving the community and providing exceptional service to our customers, whether they visit in person or reach out by phone. If you’re customer-focused, detail-oriented, and passionate about simplifying insurance, we’d love to hear from you! PLEASE NOTE: If you do not already hold a RIBO license, you must be prepared to study for and pass the provincial insurance licensing exam. This on-site position is available in our Sault Ste. Marie, ON (219 Great Northern Road) office. Your work schedule: 35 hours a week. Monday to Friday, 9:00am to 5:00pm
Requirements
- Previous customer service, sales and/or call center experience
- 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
Nice To Haves
- Preference will be given to candidates who hold a RIBO license and/or have personal insurance experience
- 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 and much more
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
