Commercial Insurance Advisor

BrokerLink; Ottawa; On-site; CAD 45,000 - 60,000; Full time

Job summary

A leading insurance firm in Ottawa is seeking a Commercial Insurance Advisor to manage accounts and provide exceptional customer service. The candidate will engage in selling policies and ensuring client satisfaction while enjoying diverse perks and opportunities for growth. We invite driven individuals who excel in service to join our dynamic team and thrive in a professional environment.

Benefits

Flexible health and dental insurance benefits

RRSP with company matching

Employee Share Purchase Plan

Paid Time Off including 3 weeks of vacation

Qualifications

• Two or more years of customer service experience.
• Sales experience in any other industry is an asset.
• RIBO Insurance License preferred or must obtain upon hire.

Responsibilities

• Manage a portfolio of Independent Business Unit accounts.
• Sell new policies and write new business.
• Provide prompt and trusted service to customers.

Skills

Customer Service

Sales

Conflict Resolution

Analytical Skills

Organizational Skills

Verbal Communication

Written Communication

Education

High School Diploma

Post-Secondary Education

Tools

MS Office

Job description

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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 are looking for a Commercial Insurance Advisor (Sales) to join BrokerLink and work out of one of our Stittsville or Bells Corners branches, in our Eastern Ontario region, on a Permanent FT 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:

• Manage a portfolio of Independent Business Unit accounts, ensuring exceptional service and long-term client satisfaction.
• Actively contribute to revenue by selling new policies and writing new business to new and existing clients. You will quote policies, review renewals, and achieve growth targets with confidence.
• Quote and bind new business through referrals, walk-ins, cold calls, and inbound inquiries. Every touchpoint is a chance to convert interest into lasting business.
• Provide customers with prompt and trusted service by easing their concerns, helping them understand their coverage, and delivering fast, knowledgeable service that builds customer loyalty.
• Review and provide clear processing instructions on all incoming commercial paperwork to keep processes moving efficiently.
• Assist with quotes, write new business, conduct coverage reviews, and accurately update customer file information.
• Complete applications, issue insurance certificates, and prepare insurer documentation that showcases professionalism and attention to detail.
• Manage processing instructions on endorsements and ensure timely follow-ups to keep every transaction smooth and seamless.
• Communicate with Insurance companies, negotiate with underwriters on customers behalf, negotiate renewal terms, and liaise with underwriters and adjusters to ensure optimal outcomes.
• Source and provide underwriters with the additional info they need to make decisions fast ensuring timely submissions and a better client experience.
  
  

The Successful candidate will have:

• If you feel you have the equivalent skills, please apply*
• High School Diploma and/or Post-Secondary Education
• Two or more years of customer service experience
• Sales experience in any other industry is an asset
• 1 to 3 years of experience in the insurance industry is an asset
• RIBO Insurance License is preferred or must obtain upon hire
• Exposure to EPIC is an asset
• Proficient in MS Office – Word, Excel, Outlook
• Excellent customer services skills and adept in conflict resolution
• Demonstrated ability to handle multiple priorities successfully
• Strong analytical and organizational skills
• Excellent verbal and written communication skills
  
  

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!

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

• Industries

  Insurance

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