Experienced Personal Insurance Advisor

BrokerLink; Calgary; On-site; CAD 60,000 - 80,000; Full time

Job summary

Join a leading company as an Experienced Personal Insurance Advisor in Calgary, AB, where you'll provide exceptional service and guidance to clients. You'll enjoy flexible work arrangements, competitive compensation, and numerous perks including health benefits and vacation time. We seek professionals dedicated to customer service, teamwork, and personal growth.

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 with matching

Paid Time Off including Personal days, Volunteer days, and vacation

Employee discount program including various brands

Qualifications

• 3-5 years industry and customer service experience.
• Level 1 AIC completed (Level 2 preferred).
• High degree of professionalism and integrity.

Responsibilities

• Service ongoing client needs, reviewing policies, and advising on insurance matters.
• Sell new policies to clients and retain existing clients.
• Ensure customer satisfaction and help clients make informed decisions.

Skills

Excellent customer service skills

Conflict resolution

Excellent communication

Organizational skills

Ability to coach/mentor

Education

Post-Secondary Education or equivalent

Job description

Join to apply for the Experienced Personal Insurance Advisor role at BrokerLink

3 days ago Be among the first 25 applicants

Join to apply for the Experienced Personal Insurance Advisor role at BrokerLink

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 an Experienced Personal Insurance Advisor to join our Personal Insurance team in our Glenmore branch in Calgary, AB 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) 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 2022
  
  

What the Role Entails:

• Service on-going client needs, reviewing policies, advise on insurance matters, conduct needs assessment, recommend solutions, and answer inquiries.
• Sell new policies/write new business to existing or new clients, retain existing clients.
• Ensure customer satisfaction and offer advice that helps them make informed decisions.
• Keep current on underwriting rules and workflow processes.
• Actively participate in training initiatives
• Participate in community marketing initiatives.
• Actively engage in training and professional development
  
  

The Successful candidate will have:

• If you feel you have the equivalent skills, please apply*
• Post-Secondary Education or equivalent
• 3-5 years industry and customer service experience
• Level 1 AIC completed (Level 2 preferred)
• High degree of professionalism, diplomacy and integrity
• Excellent customer service skills and conflict resolution
• Excellent communication skills (oral and written)
• Ability to coach/mentor
• Able to work in a fast-paced environment, under pressure and deadlines
• Able to work both individually and in a team environment
• Excellent organizational and time management skills; multi-tasking
  
  

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

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

• Industries

  Insurance

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