CI Advisor I

Brokerlink Inc.; Whitecourt; On-site; CAD 51,000 - 62,000; Full time

Benefits offered by this job

Flexible work arrangements

Wellness account & wellbeing support

Share plan & ESPP

Job summary

BrokerLink is seeking a Commercial Insurance Advisor to join the Independent Business Unit Service team in Whitecourt. You will build trusted relationships with small business clients, tailor coverage, handle inbound calls, and upsell and cross-sell insurance products to meet client needs.

You’ll deliver timely customer service, work 35 hours per week, and collaborate with the Sales team to ensure accurate documentation and renewals.

Qualifications

• Alberta General Insurance Agent Licence Level 1 required.
• If you do not hold a license, you must study for and pass the provincial licensing exam.
• Strong customer service, sales, and/or call center experience.
• Preference will be given to candidates with P&C insurance experience.
• Excellent customer service skills; customer-focused and able to resolve conflicts effectively.
• Solid critical-thinking skills and comfortable navigating ambiguity.
• Proven ability to manage multiple priorities successfully.
• Effective verbal and written communication skills.
• Accountable, goal-oriented and proactive.
• Ability to work as part of a team as well as independently in a fast-paced environment.

Responsibilities

• Provide front-line Commercial Insurance sales and customer service for small businesses.
• Service ongoing 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.
• Work collaboratively with the Sales team to prepare documentation for insurers, complete clients applications, issue insurance certificates, process changes and review renewals.
• Contact Underwriters and Adjusters to discuss guidelines and policies.
• Keep current on underwriting rules and workflow processes, and actively participate in training initiatives.

Skills

Customer service

Sales

Call center experience

Critical thinking

Multi-priority management

Verbal and written communication

Teamwork & independence

License readiness for licensing exam

Education

Alberta General Insurance Agent Licence Level 1

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! 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): 50,900 - 62,200

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 Commercial Insurance Advisor to join our Commercial IBU Service team in Whitecourt! As a Commercial Insurance Advisor on our Independent Business Unit (IBU) - Service team, you’ll build trusted relationships with small business clients and tailor insurance coverage to protect what matters most. While handling inbound calls from our Alberta clientele, you will provide advice, offer solutions, respond to inquiries, and upsell and cross-sell commercial insurance products to customers- helping them find insurance solutions that meet their needs. You will foster a climate of trust and deliver excellent, timely customer service. If you’re customer-focused, detail-oriented, and passionate about simplifying insurance, we’d love to hear from you!

Your work schedule: 35 hours a week. Monday to Friday, 8:30am to 4:30pm or 9:00am to 5:00pm

What you’ll do here

Provide front-line Commercial Insurance sales and customer service for small businesses. 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. Work collaboratively with the Sales team to prepare documentation for insurers, complete clients applications, issue insurance certificates, process changes and review renewals. Contact Underwriters and Adjusters to discuss guidelines and policies. Keep current on underwriting rules and workflow processes, and actively participate in training initiatives. Process Account Receivable activities. Participate in community marketing initiatives. Provide guidance and assistance as requested.

What you bring to the table

• Alberta General Insurance Agent Licence Level 1 is required.
• PLEASE NOTE: If you do not already hold an Alberta General insurance license, you must be prepared to study for and pass the provincial insurance licensing exam.
• Strong customer service, sales, and/or call center experience.
• Preference will be given to candidates with P&C insurance experience.
• Excellent customer service skills; customer-focused and able to resolve conflicts effectively.
• Solid critical-thinking skills and comfortable navigating ambiguity.
• Proven ability to manage multiple priorities successfully.
• Effective verbal and written communication skills.
• Accountable, goal-oriented and proactive.
• Ability to work as part of a team as well as independently in a fast-paced environment.

Equal Opportunity & Diversity

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.

Eligibility & Licensing

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!

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