Personal Insurance Advisor

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 team working from our Alpine Branch in Calgary, AB 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 2022

What the Role Entails :

• Answer multi-line phones and direct client inquiries
• Control the flow of walk-in customers and callers
• Ensure the needs of customers are being met through superior customer service
• Process customer payments, bank deposits, petty cash management and account coding
• Be a part of the billing team answering client calls regarding payments
• Monitor and distribute incoming and outgoing mail, faxes and couriers
• Ensure EPIC system & company portals are updated consistently

The Successful candidate will have :

• If you feel you have the equivalent skills, please apply*
• High School and / or Post-Secondary Education
• 2-5 years experience in an office environment
• Computer skills - Keyboarding and MS Office
• Strong customer focus
• Demonstrated ability to handle multiple priorities successfully
• Strong analytical and organizational skills
• Excellent verbal and written communication skills
• Exposure to Epic is an asset
• Excellent customer services skills and adept in conflict resolution
• Priority will be given to the candidate with previous experience working in a brokerage or insurance industry
• Ability to pass a criminal background check and credit check
30+ days ago