Experienced Personal Insurance Advisor

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

Job summary

A leading insurance firm in Windsor is seeking a Personal Insurance Advisor to provide exceptional client service and sell insurance policies. Ideal candidates will have at least 3 years of experience in personal insurance, a RIBO License, and strong organizational skills. We offer a competitive compensation package and flexible work arrangements. Join our team and help us achieve our purpose of 'we’re here to help people.'

Benefits

Flexible health and dental insurance benefits

RRSP with company matching

Paid Time Off including 3 weeks vacation

Qualifications

• Minimum of 3 years Personal Insurance experience preferred.
• RIBO License is required.
• Ability to pass a criminal background check and credit check.

Responsibilities

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

Skills

Customer focus

Analytical skills

Organizational skills

Communication skills

Education

High School and or Post-Secondary Education

Tools

Epic

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 are looking for a Personal Insurance Advisor to join BrokerLink in any one of our offices in our Western Ontario region on a Permanent (FT) basis.

Role

What the Role Entails :

• 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

Qualifications

• If you feel you have the equivalent skills, please apply
• High School and or Post-Secondary Education
• Minimum of 3 years Personal Insurance experience preferred
• RIBO License is required
• Exposure to Epic is an asset
• Strong customer focus
• Demonstrated 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

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