Personal Insurance Advisor

BrokerLink - Eastern Ontario Region; City of Lacombe; On-site; CAD 80,000 - 100,000; Full time

Job summary

A prominent insurance agency in Lacombe, AB, is seeking a Personal Insurance Advisor to join their team. In this role, you will service client needs, advise on insurance matters, and sell new policies. Ideal candidates will have a strong customer focus, sales experience, and excellent communication skills. The position offers a competitive compensation package with various benefits, including flexible health and dental insurance, and opportunities for personal and professional growth. Join a company recognized as one of Canada's best employers!

Benefits

Flexible health and dental insurance benefits package

Personal Spending amount for healthy lifestyle

Competitive compensation package with bonus aspect

Paid Time Off including 3 weeks vacation

Qualifications

• Minimum of 2 years sales experience, preferably in insurance.
• Level 1 General license is preferred.
• Ability to handle multiple priorities successfully.

Responsibilities

• Service ongoing client needs and advise on insurance matters.
• Sell new policies and retain existing book of business.
• Quote new business through outbound call initiatives.

Skills

Sales experience

Customer focus

Analytical skills

Organizational skills

Communication skills

Education

High School and/or Post-Secondary Education

Tools

Exposure to 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 in our Lacombe, AB 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 2023

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

The Successful Candidate Will Have

• If you feel you have the equivalent skills, please apply*
• High School and/or Post-Secondary Education
• Minimum of 2 years sales experience (previous insurance sales experience preferred but not required)
• Level 1 General license is 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

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!