Commercial Insurance Advisor

BrokerLink; Edson; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading insurance brokerage is hiring a Commercial Insurance Advisor for its Edson, AB branch. This permanent full-time role involves providing customer service for Commercial Lines policies, developing client accounts, and managing existing business. Ideal candidates will have prior insurance experience, strong communication skills, and proficiency in relevant tools. Competitive perks include flexible health benefits, a retirement savings plan, and generous vacation time.

Benefits

Flexible health and dental insurance benefits

Personal Spending account

RRSP with Company matching

Employee Share Purchase Plan

’Dress for your day’ policy

Competitive compensation with bonus

Employee discount program

Paid Time Off including vacation

Qualifications

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

Responsibilities

• Provide front-line customer service of Commercial Lines policies.
• Sell new policies and retain existing book of business.
• Prepare documentation for insurers and process changes.

Skills

Customer service skills

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 Edson, AB branch 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 taking 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
• 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

• 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
• Proficient in EPIC
• Proficient using CISCO Finesse
• 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