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Personal Insurance Advisor
Personal Insurance AdvisorBrokerLink • Owen Sound, ON, CA
Personal Insurance Advisor

Personal Insurance Advisor

BrokerLink • Owen Sound, ON, CA
Il y a plus de 30 jours
Type de contrat
  • Temps plein
  • Permanent
Description de poste

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!

No insurance experience is necessary for this role. We provide and pay for all training to become a licensed insurance broker in any of our Ontario branches. Once you’re done training, you’ll be on your way to helping people protect what’s most important to them.

We are looking for an Entry Level Personal Insurance Advisor to join BrokerLink and work out of our Owen Sound branch in our Central 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:

  • 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

The Successful candidate will have:

*If you feel you have the equivalent skills, please apply*

  • Post Secondary Education (required)
  • Relevant sales and customer service experience
  • Desire and ability to create your own sales leads
  • 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
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Personal Insurance Advisor • Owen Sound, ON, CA

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