Commercial Insurance Advisor (IBU)

BrokerLink; Peterborough; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading insurance firm in Peterborough is seeking a Commercial Insurance Advisor to join their team. The role focuses on providing exceptional client service, generating leads, and managing insurance policies. Candidates should possess a RIBO License and have experience in commercial or personal insurance. This position offers a competitive compensation package, flexible benefits, and opportunities for professional development.

Benefits

Flexible health and dental insurance benefits

Personal Spending account

RRSP with Company matching

Employee Share Purchase Plan

Competitive compensation package

Paid Time Off including vacation

Recognition as one of Canada's best employers

Qualifications

• Previous Commercial Insurance experience or at least two years of experience in Personal Insurance.
• Must have RIBO License or equivalent.
• Ability to handle multiple priorities successfully.

Responsibilities

• Generate leads and referrals to build and maintain a pipeline of prospects.
• Service ongoing client needs and conduct care calls.
• Prepare documentation for insurers and complete applications.

Skills

Customer service skills

Conflict resolution

Lead generation

Verbal communication

Written communication

Education

High School and / or Post-Secondary Education

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, 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 (Independent Business Unit) to join our Commercial Team working from our office in Peterborough on a Permanent Full Time Basis.

Perks & 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!
• Working for an employer who is regularly recognized as one of Canada’s best employers such as Kincentric 2024

The Role

What the Role Entails :

• Consistently finding new ways to generate leads and referrals to help you build and maintain a pipeline of prospects
• 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 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 Account Receivable activities
• Provide guidance and assistance as requested

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, or at least two years of experience in Personal Insurance
• 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