PI Advisor - SWAT

BrokerLinkEdmonton, AB
CA$47,100 - CA$57,500Hybrid

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 looking for a Personal Insurance Advisor to join our National Corporate SWAT Team at BrokerLink. Working out of one of our Alberta, branch offices, on a Permanent FT Basis.

Requirements

  • Minimum 1-year Personal Insurance experience preferred
  • Alberta Licensed (Expected to obtain other provincial licenses once onboarded)
  • Exposure to Epic is an asset
  • Be Agile and able to pivot with little notice
  • Strong customer focus
  • Comfortable working with everchanging technology
  • Demonstrated ability to handle multiple priorities successfully
  • Strong analytical and organizational skills
  • #LI-Hybrid
  • Excellent verbal and written communication skills

Responsibilities

  • Being agile in all aspects of customer service with a high focus on technical ability
  • Service customers across Canada using all available methods of communication to provide customer with a seamless omni-channel experience
  • Handle incoming Underwriting Carrier requests
  • Participate in strategic debrief sessions to highlight operational areas of improvement
  • Deploy your skills and expertise to any area of the business that requires support
  • 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
  • Be Licensed across all provinces where BrokerLink operates
  • Actively participate in training initiatives
  • Provide guidance and assistance to the business as required

Benefits

  • Flexible work arrangements
  • Multiple benefits offered to support physical and mental wellbeing
  • Wellness account
  • Share plan & other savings
  • Incentive plan
  • Employee Share Purchase Plan (ESPP)
  • Group RRSP, with company matching DPSP offerings
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