Bilingual Personal Insurance Advisor

BrokerLink; City of Moncton; On-site; CAD 45,000 - 55,000; Full time

Benefits offered by this job

Flexible work arrangements

Wellness account

Employee Share Purchase Plan (ESPP)

Group RRSP with company matching

Job summary

BrokerLink is seeking a bilingual Personal Insurance Advisor to join our Moncton team. You will build trusted relationships with clients, tailor coverage solutions, and guide customers through the insurance process.

The role is on-site in our Moncton office with a 35-hour workweek, Monday to Friday, 8:30 am to 4:30 pm, plus a rotating Saturday shift. You must be prepared to study for and pass the provincial licensing exam.

Qualifications

• Bilingual in English and French required or preferred.
• Minimum 1 year Personal Insurance experience preferred.
• Exposure to Epic is an asset.
• Strong customer service orientation and ability to handle multiple priorities.

Responsibilities

• Service 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 Accounts Receivable activities.
• Provide guidance and assistance as requested.

Skills

Bilingual EN/FR

Customer focus

Communication skills

Multitasking

Education

High School or Post-Secondary Education

Tools

Epic

Job description

Pay at BrokerLink is about much more than just salary.

• Flexible work arrangements
• Multiple benefits offered to support physical and mental wellbeing, Wellness account and much more
• Share plan & other savings

Salary range (but not limited to):

44,700 - 54,700

Incentive plan

Commissions & other performance incentives: Expected, but not limited payout potential of 10-15% of salary (subject to personal and team performance)

As part of our commitment to Win As A Team, we share our success with employees through our incentive programs and Employee Share Purchase Plan (ESPP) – with BrokerLink matching a portion of your contributions.

Our Group RRSP, with company matching DPSP offerings provide flexibility and long-term security for our employees beyond their careers.

Salary for the candidate will be determined taking into consideration a number of factors including: experience, skills, qualifications, anticipated contribution to role, internal equity, location etc. The salary range presented below is based on a 35-hour workweek and would represent a majority of different candidate profiles. However, we encourage candidates who may fall outside of this range to apply as well.

About the role

We are looking for a Bilingual Personal Insurance Advisor to join our growing team!

Join our BrokerLink team as a Personal Insurance Advisor, where you’ll build trusted relationships with clients and tailor coverage solutions to protect what matters most. If you’re customer-focused, detail-oriented, and passionate about simplifying insurance, we’d love to hear from you.

_ PLEASE NOTE: You must be prepared to study for and pass the provincial insurance licensing exam. _

This on-site position is available in ourMoncton office.

Your work schedule: 35 hours a week. Monday to Friday, 8:30 am to 4:30 pm, with a rotating Saturday shift

What you’ll do here:

• 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

What you bring to the table:

• High School and or Post-Secondary Education
• Must be Bilingual in English and French
• Minimum 1-year Personal Insurance experience 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

#LI-Onsite

This role is a new member of our growing team.

We are an equal opportunity employer

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.

Discover more about BrokerLink! Visit our new dedicated Webpage.

Please note that BrokerLink does not provide sponsorship or other support for immigration-related matters including but not limited to employer-specific closed work permits. Candidates must be eligible to work in Canada from the anticipated start date and throughout their employment and are solely responsible for maintaining their work eligibility.

At BrokerLink, we value diversity and are committed to creating an inclusive workplace that inspires each of us to be the best we can be. Join our team and make a difference!