Personal Insurance Advisor

BrokerLink; City of Lloydminster; On-site; CAD 100,000 - 125,000; Full time

Job summary

A leading insurance company in Lloydminster is seeking a Personal Insurance Advisor to join their team. This role involves servicing client needs, advising on insurance matters, and selling new policies. The ideal candidate has a strong customer focus, at least 2 years of sales experience, and is willing to obtain a Level 1 General license. Flexible work arrangements and competitive benefits are offered.

Benefits

Flexible health and dental insurance benefits package

Personal Spending amount

RRSP with Company matching

Employee Share Purchase Plan

Competitive compensation package with bonus

Employee discount program

Paid Time Off including vacation and personal days

Qualifications

• Minimum of 2 years sales experience, preferably in insurance.
• Level 1 General license or willingness to obtain.
• Ability to pass a criminal background and credit check.

Responsibilities

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

Skills

Customer focus

Analytical skills

Organizational skills

Verbal communication

Written communication

Education

High School diploma

Post-Secondary Education

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 Lloydminster, SK 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
• Minimum of 2 years sales experience (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