Personal Insurance Advisor

BrokerLink; Calgary; On-site; CAD 45,000 - 70,000; Full time

Job summary

An established industry player is seeking a Personal Insurance Advisor to join their dynamic team in Calgary. This exciting role involves providing top-tier customer service, advising clients on their insurance needs, and selling new policies. The company values integrity and professionalism, offering numerous opportunities for growth and a supportive work environment. With a focus on diversity and inclusion, this organization is recognized as one of Canada’s best employers. Join a team that not only values your contributions but also invests in your professional development and well-being.

Benefits

Flexible health and dental insurance benefits

Personal Spending allowance

RRSP with company matching

Employee Share Purchase Plan

Dress for your day policy

Competitive compensation with bonus opportunities

Employee discounts on various brands

Paid time off including vacation and personal days

Recognition as one of Canada’s best employers

Qualifications

• 2+ years of sales experience, preferably in insurance.
• Strong customer focus with excellent communication skills.

Responsibilities

• Advise clients on insurance needs and recommend solutions.
• Sell new policies and retain existing clients through service.
• Coordinate with underwriters and prepare necessary documentation.

Skills

Sales Experience

Customer Service

Communication Skills

Organizational Skills

Education

High School Diploma

Post-Secondary Education

Tools

Epic Software

Job description

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

We are seeking a Personal Insurance Advisor to join our Personal Insurance team at our Horizon Heights, AB Branch on a Permanent Full-Time basis.

About BrokerLink

At BrokerLink, our values include acting with integrity, respecting others, maintaining a customer-driven mindset, striving for excellence, and practicing generosity. We foster diversity and inclusion to ensure a respectful work environment.

We value professionalism and a commitment to providing top-tier customer service. We invest in our employees’ growth, offering numerous opportunities and flexible work arrangements across over 200 offices nationwide.

Perks and Benefits

• Flexible health and dental insurance benefits
• Personal Spending allowance for a healthy lifestyle
• RRSP with company matching
• Employee Share Purchase Plan (TSX:IFC) with matching
• Dress for your day policy
• Competitive compensation with bonus opportunities
• Employee discounts on brands like Apple, Bell, Rogers, and more
• Paid time off including personal, volunteer, exam/study, jury duty, and starting at 3 weeks of vacation annually
• Recognition as one of Canada’s best employers (Kincentric 2024)

Role Responsibilities

• Service ongoing client needs, advise on insurance, conduct needs assessments, recommend solutions, answer inquiries, make care calls, and process renewals
• Sell new policies and retain existing clients
• Quote new business via outbound calls, introductory letters, and walk-in clients
• Coordinate with underwriters and adjusters
• Prepare documentation, complete applications, issue certificates, process changes, and review renewals
• Stay current on underwriting rules and workflows
• Participate in training and community marketing initiatives

Candidate Requirements

• High School or Post-Secondary Education
• Minimum 2 years sales experience (insurance sales preferred but not required)
• Level 1 General License preferred
• Exposure to Epic is an asset
• Strong customer focus and organizational skills
• Excellent communication skills
• Ability to pass criminal and credit background checks

We thank all applicants; only those selected for an interview will be contacted. We are committed to accessibility and inclusion, providing accommodations upon request.