Personal Insurance Advisor

BrokerLink•Kirkland Lake, ON

5d•CA$44,700 - CA$54,700•Onsite

About The Position

BrokerLink is seeking a Personal Insurance Advisor to join their growing team in the Kirkland Lake, ON office. This is a permanent, full-time position. The company emphasizes its values of integrity, respect, customer focus, excellence, and generosity, and is committed to diversity and inclusion. BrokerLink aims to invest in its employees, offering opportunities for growth and a supportive environment. They have over 200 offices across Canada and offer flexible work arrangements. Compensation includes salary, an incentive plan with potential commissions, a share plan (ESPP with company match), and a Group RRSP with company matching DPSP. The salary range provided is based on a 35-hour workweek, but candidates outside this range are encouraged to apply.

Requirements

Minimum 1-year Personal Insurance experience preferred
Exposure to Epic is an asset
RIBO License is an asset
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

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