Personal Insurance Advisor

BrokerLink - Eastern Ontario Region; Brooks; On-site; CAD 80,000 - 100,000; Full time

Job summary

A national insurance firm is seeking a Personal Insurance Advisor for its Brooks branch. The role involves advising clients on insurance needs, selling policies, and maintaining customer relations. With flexible work arrangements and a supportive team, the ideal candidate will have a strong customer focus and organizational skills. Prior insurance experience is an asset but not required. Join a workplace recognized as one of Canada's best employers and make a difference in the community.

Benefits

Flexible health and dental insurance benefits package

RRSP with company matching

Employee discount program

Paid time off and vacation allowance

Qualifications

• Previous insurance experience preferred but not required.
• Willingness to obtain Level 1 General license.
• Ability to pass a criminal background check and credit check.

Responsibilities

• Advise clients on insurance matters and conduct needs assessments.
• Sell new policies and retain existing book of business.
• Prepare documentation for insurers and process changes.

Skills

Customer focus

Analytical skills

Organizational skills

Communication skills

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 provide the highest level of customer service and carry themselves with utmost professionalism. We want to invest in you! Your success is our success, and our purpose – “we’re here to help people” – motivates us to keep amazing talent for the long term.

We want to bring out the best of all our team members, offering countless opportunities to grow and an environment that values our most important asset: you. We have over 200 offices across Canada – ask us about our flexible work arrangements.

We have an opening for a Personal Insurance Advisor to join our Personal Insurance team working from our Brooks 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) 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 regularly recognized as one of Canada’s best employers such as Kincentric 2024

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
• Contact underwriters and adjusters to discuss guidelines and policy
• Prepare documentation for insurers, completing 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

The successful candidate will have:

• If you feel you have the equivalent skills, please apply
• High school and/or post‑secondary education
• Previous insurance experience preferred but not required
• Level 1 General license or willingness to obtain
• 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

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 that 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!