PI Advisor I

BrokerLink•Brantford, ON

1d•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! Pay at BrokerLink is about much more than just salary. - Flexible work arrangements - Multiple benefits offered to support physical and mental wellbeing, Wellness account and much more - Share plan & other savings Salary range (but not limited to): 47,100 - 57,500 Incentive plan Commissions & other performance incentives: Expected, but not limited payout potential of 10-15% of salary (subject to personal and team performance) As part of our commitment to Win As A Team, we share our success with employees through our incentive programs and Employee Share Purchase Plan (ESPP) – with BrokerLink matching a portion of your contributions. Our Group RRSP, with company matching DPSP offerings provide flexibility and long-term security for our employees beyond their careers. Salary for the candidate will be determined taking into consideration a number of factors including: experience, skills, qualifications, anticipated contribution to role, internal equity, location etc. The salary range presented below is based on a 35-hour workweek and would represent a majority of different candidate profiles. However, we encourage candidates who may fall outside of this range to apply as well. About the role We are seeking a high-energy professional for a multifaceted Personal Insurance Advisor role blending customer service, sales, and insurance knowledge. Joining our Brantford team, you’ll work alongside passionate colleagues in a supportive and fast-paced office setting. If you thrive on challenges and love delivering tailored solutions within a welcoming team environment, we want to hear from you!

Requirements

High School Diploma or Post-Secondary Education required.
1+ year of experience in a customer service-oriented role.
Exceptional customer-centric mindset.
Ability to prioritize tasks and manage multiple deadlines effectively.
Strong analytical, organizational, and problem-solving skills.
Superior communication skills (written and verbal).

Nice To Haves

1+ year of experience in Personal Insurance preferred (Ribo license).
Experience working in a Contact Center environment preferred.
Knowledge of Epic software is a strong asset.
Bilingual (English/French) 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.