Personal Insurance Advisor

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

Job summary

A leading insurance firm in Fort McMurray is seeking a Personal Insurance Advisor to join their team. This role involves advising clients on insurance matters, selling new policies, and ensuring ongoing client service. The ideal candidate will have a strong background in customer service, a minimum of 2 years in sales, and excellent communication skills. This position offers a comprehensive benefits package, including a competitive compensation structure and personalized growth opportunities in a supportive environment.

Benefits

Flexible health and dental insurance benefits package

Company matching RRSP

Employee Share Purchase Plan

Paid Time Off including vacation and volunteer days

Qualifications

• Minimum 2 years of sales experience, preferably in insurance.
• Level 1 general license or willingness to obtain.
• Strong verbal and written communication skills.

Responsibilities

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

Skills

Customer focus

Ability to handle multiple priorities

Strong analytical skills

Excellent verbal communication

Excellent written communication

Education

High school or post-secondary education

Tools

Epic

Job description

Being 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 treat 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! Your success is our success and our purpose—“we’re here to help people”—motivates us to keep the amazing talent we attract for a long time. We bring out the best of all our team members, offering countless growth opportunities in an environment that values you, our team members. With over 200 offices across Canada, we offer flexible work arrangements.

We have an opening for a Personal Insurance Advisor to join our Personal Insurance team working from our Fort McMurray, AB Branch on a permanent full‑time basis.

Perks of Working With Us

• Flexible health and dental insurance benefits package
• Personal spending amount to invest in a 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
• 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

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 willingness 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 that 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!