Personal Insurance Advisor

BrokerLink; Chelmsford; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading insurance firm in Chelmsford, Ontario is seeking a Personal Insurance Advisor to provide exceptional service to clients. The candidate will be responsible for advising on insurance matters, selling new policies, and maintaining client relationships. This full-time position offers competitive compensation, various employee benefits, and a commitment to a diverse and inclusive work environment.

Benefits

Flexible health and dental insurance benefits

Personal Spending amount

Registered Retirement Savings Plan with company matching

Employee Share Purchase Plan

'Dress for your day' policy

Competitive compensation package

Paid Time Off including vacation

Employee discount program

Qualifications

• Previous insurance experience preferred but not required.
• RIBO License preferred.
• Strong ability to handle multiple priorities successfully.

Responsibilities

• Service ongoing client needs and advise on insurance matters.
• Sell new policies and retain existing business.
• Prepare documentation for insurers and complete applications.

Skills

Customer focus

Communication skills

Organizational skills

Analytical skills

Education

High School and/or Post-Secondary Education

Tools

Epic

Job description

Being a part of BrokerLink means living our values: acting with integrity, being respectful of others, having a customer-driven mindset, striving for excellence, and treating 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, as your success is our success, and our purpose of helping people motivates us to keep amazing talent for a long time.

We are looking for a Personal Insurance Advisor to join BrokerLink and work out of our Chelmsford, ON branch on a Permanent (FT) 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 for unlimited earning potential
• 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

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
• 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

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!