Commercial Insurance Advisor

BrokerLink - Eastern Ontario Region; Canmore; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading insurance brokerage in Canmore, AB is seeking a Commercial Insurance Advisor to join their team. This permanent full-time position involves providing exceptional customer service for Commercial Lines policies and maintaining client relationships. Candidates with prior Commercial Insurance experience or relevant qualifications are encouraged to apply. The role offers numerous perks including flexible health benefits, retirement plans, and professional growth opportunities. Join this dynamic environment and make a difference in clients' lives.

Benefits

Flexible health and dental insurance benefits package

Personal Spending account

RRSP with Company matching

ESPP with matching aspect

‘Dress for your day’ policy

Competitive compensation package with bonus

Employee discount program

Paid Time Off and vacation benefits

Qualifications

• Previous Commercial Insurance experience is an asset.
• AIC Level I or 2 General Insurance License preferred.
• Ability to pass a criminal and credit check.

Responsibilities

• Provide front-line customer service of Commercial Lines policies.
• Advise on insurance matters and conduct needs assessments.
• Sell new policies and retain existing book of business.

Skills

Customer service

Conflict resolution

Analytical skills

Organizational skills

Sales experience

Education

High School and/or Post-Secondary Education

Tools

EPIC

CISCO Finesse

MS Office - Word, Excel, Outlook

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 have an opening for a Commercial Insurance Advisor to join our Commercial Team working from our Canmore office in Canmore, 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’, 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

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

• Servicing on‑going 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, retain existing book of business
• 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

• If you feel you have the equivalent skills, please apply*
• High School and/or Post-Secondary Education
• Previous Commercial Insurance experience is an asset
• AIC Level I or 2 General Insurance License
• Proficiency in EPIC is an asset
• Proficiency in CISCO Finesse is an asset
• Proficient in MS Office- Word, Excel, Outlook
• Previous sales experience
• 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 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 -https://www.brokerlink.ca/campaign/discover-brokerlink

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!