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Personal Insurance Advisor
Personal Insurance AdvisorBrokerLink - Eastern Ontario Region • Stony Plain, AB, CA
Personal Insurance Advisor

Personal Insurance Advisor

BrokerLink - Eastern Ontario Region • Stony Plain, AB, CA
30+ days ago
Job type
  • Permanent
Job description

Join to apply for the Personal Insurance Advisor role at BrokerLink - Eastern Ontario Region .

We are looking for a high‑performing, customer‑focused individual to join our Personal Insurance team from the Stony Plain branch on a full‑time, permanent basis.

Employees promises and perks

  • 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

  • Service ongoing 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
  • Contact underwriters and adjusters to discuss guidelines and policy
  • Prepare documentation for insurers, completing 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 or willingness to obtain
  • 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
  • We thank all applicants for their interest, but only those selected for an interview will be contacted.

    BrokerLink is committed to providing an accessible environment. Accommodations are available on request for candidates taking part in the selection process.

    BrokerLink is committed to creating and maintaining an inclusive environment that embraces diversities and sees them as our strength, fostering a workplace that makes all team members and customers feel welcome and appreciated.

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    Insurance Advisor • Stony Plain, AB, CA

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