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Commercial Insurance Advisor
Commercial Insurance AdvisorBrokerLink • Milton, ON, CA
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Commercial Insurance Advisor

Commercial Insurance Advisor

BrokerLink • Milton, ON, CA
30+ days ago
Job type
  • Full-time
  • Permanent
Job description

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!

We are looking for a Commercial Insurance Advisor (Sales) to join BrokerLink and work in our Southern Ontario region, on a Permanent FT Basis.

As part of our employee promise, here are some of the many perks of working with us :

  • Flexible health and dental insurance benefits package
  • Personal Spending amount to invest in your healthy lifestyle
  • RRSP - Registered Retirement Savings Plan with Company matching
  • ESPP - Employee Share Purchase Plan (TSX : IFC) program with matching aspect
  • ‘Dress for your day’, dress according to your daily schedule
  • Competitive compensation package with bonus aspect
  • Employee discount program, including Apple, Bell, Rogers and more!
  • Paid Time Off in the form of : Personal days, Volunteer days, Exam / Study Time, Jury Duty and starting at 3 weeks of vacation per year!
  • Working for an employer who is regularly recognized as one of Canada’s best employers such as Kincentric 2024

What the Role Entails :

  • Manage a portfolio of Independent Business Unit accounts, ensuring exceptional service and long-term client satisfaction.
  • Actively contribute to revenue by selling new policies and writing new business to new and existing clients. You will quote policies, review renewals, and achieve growth targets with confidence.
  • Quote and bind new business through referrals, walk-ins, cold calls, and inbound inquiries. Every touchpoint is a chance to convert interest into lasting business.
  • Provide customers with prompt and trusted service by easing their concerns, helping them understand their coverage, and delivering fast, knowledgeable service that builds customer loyalty.
  • Review and provide clear processing instructions on all incoming commercial paperwork to keep processes moving efficiently.
  • Assist with quotes, write new business, conduct coverage reviews, and accurately update customer file information.
  • Complete applications, issue insurance certificates, and prepare insurer documentation that showcases professionalism and attention to detail.
  • Manage processing instructions on endorsements and ensure timely follow-ups to keep every transaction smooth and seamless.
  • Communicate with Insurance companies, negotiate with underwriters on customers behalf, negotiate renewal terms, and liaise with underwriters and adjusters to ensure optimal outcomes.
  • Source and provide underwriters with the additional info they need to make decisions fast ensuring timely submissions and a better client experience.
  • The Successful candidate will have :

  • If you feel you have the equivalent skills, please apply
  • High School Diploma and / or Post-Secondary Education
  • Two or more years of customer service experience
  • Sales experience in any other industry is an asset
  • 1 to 3 years of experience in the insurance industry is an asset
  • RIBO Insurance License is preferred or must obtain upon hire
  • Exposure to EPIC is an asset
  • Proficient in MS Office – Word, Excel, Outlook
  • Excellent customer services skills and adept in conflict resolution
  • Demonstrated ability to handle multiple priorities successfully
  • Strong analytical and organizational skills
  • Excellent verbal and written communication skills
  • Create a job alert for this search

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