Entry Level Personal Insurance Advisor

BrokerLink; Town of Hinton; On-site; CAD 100,000 - 125,000; Full time

Job summary

A leading insurance provider in Hinton, Alberta seeks an Entry Level Personal Insurance Advisor to join their team. This is a permanent full-time role, offering comprehensive training and a range of perks including health benefits, a competitive salary, and opportunities for career growth. Candidates should possess strong customer focus and effective communication skills. No prior insurance experience is necessary, but a willingness to learn and grow in a supportive environment is essential.

Benefits

Flexible health and dental insurance benefits package

Personal Spending amount for healthy lifestyle

RRSP with Company matching

Employee Share Purchase Plan

Competitive compensation package with bonus potential

Paid Time Off including starting at 3 weeks vacation

Employee discount program

Qualifications

• Minimum of 2 years of sales experience, preferably in insurance.
• Willingness to obtain Level 1 General license.
• Ability to handle multiple priorities successfully.

Responsibilities

• Serve ongoing client needs and advise on insurance matters.
• Sell new policies and retain the existing book of business.
• Prepare documentation for insurers and process renewals.

Skills

Customer focus

Analytical skills

Organizational skills

Communication skills

Sales experience

Education

High School and/or Post-Secondary Education

Tools

Epic

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.

We want like-minded individuals who aim to provide the highest level of customer service and carry themselves with utmost professionalism.

We are committed to investing in your success! Our purpose, “we’re here to help people,” motivates us to retain our talented team for the long term. We offer numerous growth opportunities and an environment that values our most important assets — you, our team members. With over 200 offices across Canada, ask us about our flexible work arrangements!

No insurance experience is necessary for this role. We provide and pay for all training to become a licensed insurance broker in any of our Alberta branches. Once trained, you'll be on your way to helping people protect what’s most important to them.

We have an opening for an Entry Level Personal Insurance Advisor to join our Personal Insurance team at our Hinton 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) with matching aspect
• Dress for your day — dress according to your daily schedule
• Competitive compensation package with bonus potential
• Employee discount program, including Apple, Bell, Rogers, and more!
• Paid Time Off including 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:

• Serving ongoing client needs, advising on insurance matters, conducting needs assessments, recommending solutions, answering inquiries, conducting care calls, and processing renewals
• Selling new policies and writing new business to existing or new clients, retaining existing book of business
• Contacting underwriters and adjusters to discuss guidelines and policies
• Preparing documentation for insurers, completing applications, issuing insurance certificates, processing changes, and reviewing renewals
• Staying current on underwriting rules and workflow processes
• Participating actively in training initiatives
• Engaging in community marketing initiatives

The Successful Candidate Will Have:

• High School and/or Post-Secondary Education
• Minimum of 2 years sales experience (insurance sales experience preferred but not required)
• Level 1 General license or willingness to obtain one
• Exposure to Epic is an asset
• Strong customer focus
• Ability to handle multiple priorities successfully
• Strong analytical and organizational skills
• Excellent verbal and written communication skills
• Ability to pass a criminal background check and credit check