Insurance Advisor II — Flexible Work & Client Solutions

Brokerlink Inc.; Ingersoll; Hybrid; CAD 55,000 - 67,000; Full time

Benefits offered by this job

Flexible work arrangements

Wellness account

Share plan

Job summary

BrokerLink in Canada is seeking an Insurance Advisor to service ongoing client needs, advise on insurance matters, and manage renewals. The role involves selling new policies, retaining clients, and coordinating with underwriters.

You will quote new business, handle applications, and participate in training and community marketing initiatives. BrokerLink offers flexible work arrangements and a comprehensive benefits program.

Responsibilities

• Service ongoing client needs and advise on insurance matters.
• Conduct needs assessment and recommend solutions.
• Answer inquiries and conduct care calls.
• Process renewals and write new policies.
• Sell new policies to existing or new clients; retain existing book of business.
• Quote new business through outbound calls and letters; welcome walk-in clients.
• Contact underwriters and adjusters to discuss guidelines and policy.
• Prepare documentation for insurers, complete applications, issue certificates, and review renewals.
• Keep current on underwriting rules and workflow processes.
• Participate in training initiatives and community marketing initiatives.
• Process accounts receivable activities.
• Provide guidance and assistance as requested.

Job description

BrokerLink in Canada is seeking an Insurance Advisor to service ongoing client needs, advise on insurance matters, and manage renewals. The role involves selling new policies, retaining clients, and coordinating with underwriters.

You will quote new business, handle applications, and participate in training and community marketing initiatives. BrokerLink offers flexible work arrangements and a comprehensive benefits program.