Personal Insurance Advisor

BrokerLink; Brantford; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading insurance firm in Ontario is looking for a Personal Insurance Advisor. This full-time entry-level position involves servicing clients, selling policies, and ensuring excellent customer service. The ideal candidate will have at least one year of personal insurance experience and strong communication skills. Benefits include health insurance, a retirement savings plan, and competitive compensation.

Benefits

Flexible health and dental insurance benefits package

Personal Spending amount for healthy lifestyle

RRSP with Company matching

Employee Share Purchase Plan

Paid Time Off, including vacation and personal days

Qualifications

• Minimum 1-year Personal Insurance experience preferred.
• RIBO License preferred.
• Ability to pass a criminal background check and credit check.

Responsibilities

• Service ongoing client needs and advise on insurance matters.
• Sell new policies to existing or new clients.
• Quote new business through various initiatives.
• Contact Underwriters and Adjusters to discuss guidelines.

Skills

Customer focus

Analytical skills

Organizational skills

Communication skills

Time management

Education

High School and/or Post-Secondary Education

Tools

Epic

Job description

Overview

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

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. We want to foster a workplace that makes all our team members and customers feel welcome and appreciated.

What the Role Entails

• Service ongoing 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 Accounts Receivable activities
• Provide guidance and assistance as requested

The Successful Candidate Will Have

• High School and / or Post-Secondary Education
• Minimum 1-year Personal Insurance experience preferred
• RIBO License preferred
• 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

Perks and 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
• Competitive compensation package with bonus aspect
• Employee discount program, including Apple, Bell, Rogers and more
• Paid Time Off : Personal days, Volunteer days, Exam / Study Time, Jury Duty and starting at 3 weeks of vacation per year
• Working for an employer recognized as one of Canada’s best employers (Kincentric 2024)

Seniorities, Employment Type, and Functions

• Seniority level – Entry level
• Employment type – Full-time
• Job function – Sales and Business Development
• Industries – Insurance

We thank all applicants for their interest, but only those selected for an interview will be contacted.