Personal Insurance Advisor

BrokerLink; Edmonton; On-site; CAD 50,000 - 65,000; Full time

Job summary

A well-regarded insurance company in Edmonton is seeking Sales Savvy Insurance Advisors to join their Digital Team. This role offers flexible health benefits, a competitive compensation package, and opportunities for personal and professional growth. No prior insurance experience is necessary as training will be provided. Candidates should possess strong customer service and sales skills. Work hours are Monday-Friday and one Saturday per month. A criminal and credit background check is required.

Benefits

Flexible health and dental insurance benefits package

Personal Spending amount

Company matched RRSP

ESPP with matching aspect

Dress for your day

Competitive compensation with bonus

Employee discount program

Paid Time Off including vacation

Qualifications

• Relevant sales and customer service experience is essential.
• Ability to handle multiple priorities successfully.
• Must demonstrate strong verbal and written communication skills.

Responsibilities

• Servicing ongoing client needs and advising on insurance matters.
• Selling new policies and retaining existing clients.
• Contacting underwriters to discuss guidelines and policies.
• Preparing documentation and reviewing renewals.

Skills

Customer focus

Analytical skills

Organizational skills

Communication skills

Sales skills

Education

High School or 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 are looking for Sales Savvy Insurance Advisors to join our Digital Team in Alberta. We are hiring advisors to work 12:00-20:00 Monday-Friday and 1 Saturday per month following training at our South Pointe Office in Edmonton, AB.

No insurance experience is necessary for this role. We provide and pay for all training to become a licensed insurance broker in the province of Alberta. Once you’re done training, you’ll be on your way to helping people protect what’s most important to them.

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

The Role Entails

• Servicing on-going client needs, advising on insurance matters, conduct needs assessment, recommending solutions, answering inquiries, conduct retention calls and process renewals
• Selling new policies / writing new business to existing or new clients, retaining existing book of business
• Contacting Underwriters and Adjusters to discuss guidelines and policy
• Preparing documentation for insurers, completing applications for clients, issuing insurance certificates, processing changes, and reviewing renewals
• Keeping current on underwriting rules and workflow processes
• Actively participate in training initiatives

The Successful Candidate Will Have

• If you feel you have the equivalent skills, please apply
• High School and / or Post-Secondary Education
• Relevant sales and customer service experience
• 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