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 provide the highest level of customer service and carry themselves with utmost professionalism.

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 – personal days, volunteer days, exam/study time, jury duty, and starting at 3 weeks of vacation per year!
• Working for an employer regularly recognized as one of Canada’s best employers such as Kincentric 2024

Responsibilities

• Serve ongoing client needs, advise on insurance matters, conduct needs assessments, 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

Qualifications

• High School and/or post‑secondary education
• Minimum 1‑year personal insurance experience preferred
• RIBO license preferred
• Exposure to Epic 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 which embraces our diversities and sees them as our strength! We want to foster a workplace that makes all our team members and customers feel welcome and appreciated.

Seniority level

Entry level

Employment type

Full‑time

Job function

Sales and Business Development

Industry

Insurance

Discover more about BrokerLink! Visit our new dedicated webpage – https://www.brokerlink.ca/campaign/discover-brokerlink