Commercial Insurance Advisor (IBU)

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

Job summary

A leading insurance firm in Ontario is seeking a Commercial Insurance Advisor to join their team. This role involves generating leads, advising clients on insurance matters, and maintaining a pipeline of prospects. The ideal candidate has strong customer service skills, a good understanding of commercial insurance, and the ability to handle multiple priorities. Offering competitive compensation and a flexible work environment.

Benefits

Flexible health and dental insurance benefits package

Paid Time Off including 3 weeks of vacation

Employee discount program

Qualifications

• Previous Commercial Insurance experience is an asset.
• Excellent verbal and written communication skills.
• Ability to pass a criminal and credit check.

Responsibilities

• Generate leads and referrals to maintain a pipeline of prospects.
• Advise clients on insurance matters and conduct needs assessments.
• Sell new policies and retain existing clients.
• Prepare documentation for insurers and process renewals.
• Participate in community marketing initiatives.

Skills

Customer service skills

Conflict resolution

Lead generation

Education

High School/Post-Secondary Education

Tools

RIBO License

Job description

Overview

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 and carry themselves with utmost professionalism. We invest in our people and offer countless opportunities to grow in an environment that values our most important asset – you, our team members. We have over 200 offices across Canada and offer flexible work arrangements.

We have an opening for a Commercial Insurance Advisor (Independent Business Unit) to join our Commercial Team working from our office in Aurora/Barrie, Ontario on a Permanent Full Time Basis.

Benefits

• 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
• Recognition as one of Canada’s best employers such as Kincentric 2024

What the Role Entails

• Consistently finding new ways to generate leads and referrals to build and maintain a pipeline of prospects
• Service ongoing client needs, advise on insurance matters, conduct needs assessments, 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 receive 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
• Process Accounts Receivable activities
• Provide guidance and assistance as requested

The Successful Candidate Will Have

• Equivalent skills will be considered if applicable
• High School and/or Post-Secondary Education
• Previous Commercial Insurance experience is an asset
• RIBO License or equivalent
• Excellent customer service skills and adept in conflict resolution
• Demonstrated ability to handle multiple priorities successfully
• 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.

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!