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 PI Book of Business Broker to join our Personal Insurance team working from our office in Lacombe, 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 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 receiving walk-in clients
• 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 2-5 years sales experience (previous insurance sales experience preferred but not required)
• Level 1 General license or willing 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
5 days ago