Talent.com
Personal Insurance Advisor
Personal Insurance AdvisorBrokerLink • Lacombe, AB, CA
Personal Insurance Advisor

Personal Insurance Advisor

BrokerLink • Lacombe, AB, 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 have an opening for a  Personal Insurance Advisor  to join our Personal Insurance team working in our  Lacombe, AB  Branch on a Permanent Full Time 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 2023

What the Role Entails :

  • 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
  • The Successful candidate will have :

  • If you feel you have the equivalent skills, please apply
  • High School and / or Post-Secondary Education
  • Minimum of 2 years sales experience (previous insurance sales experience preferred but not required)
  • Level 1 General license is 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
  • Ability to pass a criminal background check and credit check
  • Create a job alert for this search

    Insurance Advisor • Lacombe, AB, CA

    Similar jobs
    Banking Advisor (On-Site)

    Banking Advisor (On-Site)

    NATIONAL BANK OF CANADA • Red Deer, Alberta
    Full-time +2
    Advisory services, Personal banking .A career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life...Show more
    Last updated: 30+ days ago • Promoted
    Benefits Sales Representative - Work From Home

    Benefits Sales Representative - Work From Home

    Lyse Agency • Red Deer, AB, Canada
    Remote
    Full-time
    Crafting Brighter Futures for Families.Positioned at the forefront of specialized financial services, our company helps families safeguard their assets and promise a profound purpose : ensuring a br...Show more
    Last updated: 6 hours ago • Promoted • New!
    Personal Insurance Services Associate - Employee-Owned Team

    Personal Insurance Services Associate - Employee-Owned Team

    Acera Insurance Services Ltd. • Red Deer
    Full-time +1
    A leading Canadian insurance brokerage in Red Deer is seeking a Service Associate, Personal Insurance.This full-time, permanent role involves reviewing insurance applications, processing renewals, ...Show more
    Last updated: 27 days ago • Promoted
    Commercial Insurance Advisor — Growth, Flexibility & Benefits

    Commercial Insurance Advisor — Growth, Flexibility & Benefits

    HUB International • Red Deer
    Full-time
    A leading insurance brokerage is seeking a Commercial Insurance Advisor in Red Deer, AB to manage client relationships, evaluate risks, and prepare client files. The ideal candidate will have a Leve...Show more
    Last updated: 7 days ago • Promoted
    Personnel Coordinator

    Personnel Coordinator

    PRECISION WELL SERVICING • Red Deer, AB, Canada
    Full-time +1
    Precision Well Servicing is currently hiring an.This is a permanent, Full-Time position.This is an office based position and work is performed on-site. For the right candidate this position can be o...Show more
    Last updated: 26 days ago • Promoted
    Commercial Insurance Advisor

    Commercial Insurance Advisor

    HUB International • Red Deer
    Full-time
    Commercial Insurance Advisor page is loaded## Commercial Insurance Advisorremote type : Onsitelocations : Red Deer, ABtime type : Full timeposted on : Posted Todayjob requisition id : R0033693...Show more
    Last updated: 7 days ago • Promoted
    Client Advisor, Commercial Insurance

    Client Advisor, Commercial Insurance

    Acera Insurance Services Ltd. • Red Deer
    Full-time +1
    Encouraged to challenge the status quo and never stop learning in their commitment to excellence.Empowered with a sense of accountability and autonomy to take ownership of their work.Treated with r...Show more
    Last updated: 27 days ago • Promoted
    Service Associate, Personal Insurance - Red Deer

    Service Associate, Personal Insurance - Red Deer

    Acera Insurance Services Ltd. • Red Deer
    Full-time +1
    Service Associate, Personal Insurance - Red Deer.As an employer of choice, Acera Insurance offers an outstanding workplace and employee culture that creates valuable opportunities for all employees...Show more
    Last updated: 27 days ago • Promoted
    Commercial Insurance Client Advisor - Employee-Owned Firm

    Commercial Insurance Client Advisor - Employee-Owned Firm

    Acera Insurance Services Ltd. • Red Deer
    Full-time +1
    A leading insurance brokerage in Alberta seeks a Client Advisor for Commercial Insurance.The role requires 2+ years of experience in small commercial insurance, managing client renewals, and provid...Show more
    Last updated: 27 days ago • Promoted
    Personal Banking Advisor : Growth, Licensing & Impact

    Personal Banking Advisor : Growth, Licensing & Impact

    Banque Nationale du Canada • Red Deer
    Full-time
    A Canadian financial institution seeks a Banking Advisor to provide tailored advice to personal and small business clients. You will resolve client issues, ensure satisfaction, and engage with a tea...Show more
    Last updated: 7 days ago • Promoted
    High-Value Client Executive - Personal Insurance

    High-Value Client Executive - Personal Insurance

    Acera Insurance Services Ltd. • Red Deer
    Full-time +1
    A leading Canadian insurance brokerage is seeking a Client Executive for their Signature Insurance line.The ideal candidate will manage a portfolio of high net-worth clients, providing excellent cu...Show more
    Last updated: 27 days ago • Promoted
    Senior Financial Advisor - Timberlands, AB

    Senior Financial Advisor - Timberlands, AB

    Scotiabank • Red Deer
    Full-time
    Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.At Scotiabank we help employees build their futures – where they can be themselves, and win tog...Show more
    Last updated: 7 days ago • Promoted
    Customer Service - Remote - 50k-60k / Year

    Customer Service - Remote - 50k-60k / Year

    Spade Recruiting • Red Deer, Alberta
    Remote
    Full-time
    Quick Apply
    We’re looking for enthusiastic, self-driven, individuals to assist existing and prospective clients within our organization. This position will work with multiple clients throughout the day pr...Show more
    Last updated: 30+ days ago • Promoted
    Customer Service Representative - 50k-60k / Year - Work From Home

    Customer Service Representative - 50k-60k / Year - Work From Home

    Spade Recruiting • Blackfalds, Alberta
    Remote
    Full-time
    Quick Apply
    We’re looking for enthusiastic, self-driven, individuals to assist existing and prospective clients within our organization. This position will work with multiple clients throughout the day pr...Show more
    Last updated: 30+ days ago • Promoted
    Appointment Setter - Work From Home - 60k / Year

    Appointment Setter - Work From Home - 60k / Year

    Spade Recruiting • Ponoka, Alberta
    Remote
    Full-time
    Quick Apply
    We’re looking for enthusiastic, self-driven, individuals to assist existing and prospective clients within our organization. This position will work with multiple clients throughout the day pr...Show more
    Last updated: 30+ days ago • Promoted
    Banking Advisor

    Banking Advisor

    Banque Nationale du Canada • Red Deer
    Full-time
    Advisory services, Personal banking.A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the...Show more
    Last updated: 7 days ago • Promoted
    French Private Tutoring Jobs Ponoka

    French Private Tutoring Jobs Ponoka

    Superprof • Ponoka, Canada
    Full-time +1
    Superprof is Canada's #1 tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest communi...Show more
    Last updated: 30+ days ago • Promoted
    Work From Home - Sales Representative - 60k / Year

    Work From Home - Sales Representative - 60k / Year

    Spade Recruiting • Ponoka, Alberta
    Remote
    Full-time
    Quick Apply
    We’re looking for enthusiastic, self-driven, individuals to assist existing and prospective clients within our organization. This position will work with multiple clients throughout the day pr...Show more
    Last updated: 30+ days ago • Promoted