Personal Insurance AdvisorBrokerLink • Perth, ON, CA

Personal Insurance Advisor

BrokerLink • Perth, ON, 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 are looking for a Personal Insurance Advisor to join BrokerLink and work out of our Perth office in our Eastern 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

High School and or Post-Secondary Education

Minimum 1-year Personal Insurance experience preferred

RIBO License 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 in both English and French is preferred

Ability to pass a criminal background check and credit check

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Insurance Advisor • Perth, ON, CA

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