Personal Insurance Advisor

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

Job summary

A leading insurance firm located in Carstairs, Alberta is seeking a Personal Insurance Advisor to join their team on a permanent full-time basis. The successful candidate will provide outstanding client service, sell new insurance policies, and retain the existing business. Ideal applicants should possess strong analytical, organizational, and communication skills. Previous insurance experience is preferred, though not required. This role offers a comprehensive benefits package and opportunities for professional growth.

Benefits

Flexible health and dental insurance benefits package

Personal Spending amount to invest in your healthy lifestyle

RRSP with Company matching

Employee Share Purchase Plan (Program with matching)

‘Dress for your day’ dress code

Competitive compensation package with bonus

Employee discount program

Paid Time Off including vacations and volunteer days

Qualifications

• Previous insurance sales experience preferred but not required.
• Level 1 General license or willingness to obtain.
• 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 process changes.

Skills

Strong customer focus

Analytical skills

Organizational skills

Excellent verbal communication

Excellent written communication

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 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 have an opening for a Personal Insurance Advisor to join our Personal Insurance team working from our Carstairs 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 who is 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 sales experience preferred but not required
• Level 1 General license or willing 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 which 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!