BL Position 3550

BrokerLink • Oakville, ON

6d • CA$44,700 - CA$54,700 • Hybrid

About The Position

We are looking for a Personal Insurance Advisor to join our growing sales team! This role involves servicing ongoing client needs, advising on insurance matters, conducting needs assessments, recommending solutions, answering inquiries, conducting care calls, and processing renewals. Additionally, you will sell new policies, write new business for existing or new clients, and retain your existing book of business. You will quote new business through outbound call initiatives, introductory letters, and by receiving walk-in clients. You will also contact Underwriters and Adjusters to discuss guidelines and policies, prepare documentation for insurers, complete applications for clients, issue insurance certificates, process changes, and review renewals. Maintaining current knowledge of underwriting rules and workflow processes, actively participating in training initiatives, and participating in community marketing initiatives are also key aspects of this role. You will also process Account Receivable activities and provide guidance and assistance as requested.

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
• Candidates must be eligible to work in Canada from the anticipated start date and throughout their employment and are solely responsible for maintaining their work eligibility.

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: High school or GED