Commercial Insurance Advisor

Brokerlink Inc.; Calgary; On-site; CAD 45,000 - 75,000; Full time

Job summary

An established industry player is seeking a dedicated Commercial Insurance Advisor to join their Commercial Team in Calgary. This role involves delivering exceptional customer service for Commercial Lines policies while managing client retention and account development. The ideal candidate will thrive in a dynamic environment, showcasing their expertise in insurance matters and actively contributing to community marketing initiatives. With a strong emphasis on professional growth and a commitment to diversity and inclusion, this opportunity offers a supportive workplace where your contributions are valued and recognized. Join a team that is passionate about helping people and making a difference!

Benefits

Flexible health and dental insurance benefits

Personal spending amount

RRSP with Company matching

Employee Share Purchase Plan

‘Dress for your day’ policy

Competitive compensation package with bonus

Employee discount program

Paid Time Off including personal days

Starting at 3 weeks of vacation

Qualifications

• High School or Post-Secondary Education required.
• Previous Commercial Insurance experience is an asset.

Responsibilities

• Provide front-line customer service for Commercial Lines policies.
• Sell new policies and retain existing clients' business.

Skills

Customer Service Skills

Conflict Resolution

Analytical Skills

Organizational Skills

Sales Experience

Education

High School Education

Post-Secondary Education

Tools

EPIC

MS Office

Job description

Job Category: Personal and Commercial Insurance

Requisition Number: COMME006268

Posted: April 17, 2025

Employment Type: Full-Time

Location

Glenmore
100, 1201 Glenmore Trail SW
Calgary, AB T2V4Y8, CAN

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.

We want like-minded individuals who provide the highest level of customer service and 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” motivates us to retain the amazing talent we attract. We offer countless opportunities to grow in an environment that values our most important assets—our team members. We have over 200 offices across Canada; ask us about our flexible work arrangements!

We have an opening for a Commercial Insurance Advisor to join our Commercial Team working from our Glenmore office in Calgary, 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’ policy
• Competitive compensation package with bonus aspect
• Employee discount program, including Apple, Bell, Rogers, and more!
• Paid Time Off including personal days, volunteer days, exam/study time, jury duty, and starting at 3 weeks of vacation per year!
• Working for an employer recognized as one of Canada’s best employers such as Kincentric 2024

What the Role Entails:

To provide front-line customer service for Commercial Lines policies and take responsibility for the retention and account development of existing clients, quoting and placing new business as required.

• Servicing ongoing client needs, advising on insurance matters, conducting needs assessments, recommending solutions, answering inquiries, conducting care calls, and processing renewals
• Sell new policies/write new business to existing or new clients and retain the existing book of business
• Quote new business through outbound call initiatives, introductory letters, and 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

The Successful Candidate Will Have:

• High School and/or Post-Secondary Education
• Previous Commercial Insurance experience is an asset
• AIC Level I or II General Insurance License
• Proficient in EPIC
• Proficient in MS Office - Word, Excel, Outlook
• Previous sales experience is an asset
• Excellent customer service skills and adept in conflict resolution
• Demonstrated ability to handle multiple priorities successfully
• Strong analytical and organizational skills
• Excellent verbal and written communication skills
• Ability to pass a criminal 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 that 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.

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!