Commercial Insurance Advisor I

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

Benefits offered by this job

Flexible work arrangements

Wellness account

Share plan & other savings

Incentive plan (commissions)

Job summary

BrokerLink is seeking a Commercial Insurance Advisor in Calgary, AB, working from our Glenmore office. You will provide front-line service on Commercial Lines policies and drive retention and growth of existing client accounts.

The role requires industry knowledge, a General Insurance License, and proficiency with EPIC and MS Office. A keen customer focus and ability to manage multiple priorities are essential for success.

Qualifications

• Must have been in your current position for at least 12 months.
• Previous Commercial Insurance experience is an asset.
• General Insurance License required.
• Proficient in EPIC and MS Office - Word, Excel, Outlook.

Responsibilities

• 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, 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

Skills

Customer service

Communication skills

Multitasking

Analytical skills

Organizational skills

Education

General Insurance License

AIC level 1 or 2

Tools

EPIC

MS Office

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.

Benefits

• 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're looking for a Commercial Insurance Advisor to join our IBU (Independent Business Unit) Service team. Your role is 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. This position is available in Calgary, AB and you will be working from our Glenmore office.

What you will be doing:

• 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, 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

What you bring to the table:

• Must have been in your current position for at least 12 months
• Previous Commercial Insurance experience is an asset
• AIC level 1 or 2
• General Insurance License
• Proficient in EPIC and MS Office - Word, Excel, Outlook
• Excellent customer services skills and adept in conflict resolution
• Demonstrated an ability to handle multiple priorities successfully
• Strong analytical and organizational skills
• Excellent verbal and written communication skills

This position will fill an essential role in our team.

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 appreciative.

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!