Personal Insurance Advisor

BrokerLink; Medicine Hat; On-site; CAD 45,000 - 65,000; Full time

Job summary

BrokerLink cherche un conseiller en assurances personnel pour rejoindre son équipe à Medicine Hat, Alberta. Le candidat idéal aura une forte orientation client et au moins deux ans d'expérience en vente. Ce poste offre un environnement dynamique avec des opportunités de croissance, des avantages flexibles, et une culture d'inclusion.

Benefits

Flexible health and dental insurance benefits

Personal Spending allowance for your healthy lifestyle

RRSP - Registered Retirement Savings Plan with Company matching

Employee Share Purchase Plan with matching

Dress for your day policy

Competitive compensation with bonus potential

Employee discount programs

Paid Time Off: personal days and vacations

Qualifications

• Deux ans d'expérience en vente, de préférence en assurance.
• Possession d'un permis général de niveau 1 est un atout.
• Capacité à passer des vérifications judiciaires et de crédit.

Responsibilities

• Conseiller les clients sur des questions d'assurance et traiter des renouvellements.
• Vente de nouvelles polices et fidélisation des clients existants.
• Collaborer avec les souscripteurs concernant les politiques.

Skills

Customer focus

Analytical skills

Communication

Organizational skills

Ability to handle multiple priorities

Education

High School and/or Post-Secondary Education

Tools

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.

We want like-minded individuals who aim to provide the highest level of customer service and carry themselves with utmost professionalism.

We are committed to your success! Our purpose of "we’re here to help people" motivates us to retain the talented team members we attract long-term. We offer numerous growth opportunities in an environment that values our most important assets—you, our team members. With 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 at our Medicine Hat, 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
• Personal Spending allowance for your healthy lifestyle
• RRSP - Registered Retirement Savings Plan with Company matching
• ESPP - Employee Share Purchase Plan (TSX:IFC) with matching
• Dress for your day policy
• Competitive compensation with bonus potential
• Employee discount programs including Apple, Bell, Rogers, and more
• Paid Time Off: personal days, volunteer days, exam/study time, jury duty, starting at 3 weeks of vacation annually
• Recognition as one of Canada's best employers (e.g., Kincentric 2024)

What the Role Entails:

• Serving ongoing client needs, advising on insurance matters, conducting needs assessments, recommending solutions, answering inquiries, conducting care calls, and processing renewals
• Selling new policies and retaining existing clients
• Quoting new business via outbound calls, introductory letters, and walk-in clients
• Collaborating with Underwriters and Adjusters regarding guidelines and policies
• Preparing documentation, completing applications, issuing certificates, processing changes, and reviewing renewals
• Staying current on underwriting rules and workflows
• Participating in training initiatives
• Engaging in community marketing efforts

The Successful Candidate Will Have:

• If you possess equivalent skills, please apply*
• High School and/or Post-Secondary Education
• At least 2 years of sales experience (insurance sales experience preferred but not required)
• Level 1 General License (preferred)
• Experience with Epic is an asset
• Strong customer focus
• Ability to handle multiple priorities successfully
• Excellent analytical, organizational, verbal, and written communication skills
• Ability to pass criminal background and credit checks

We thank all applicants for their interest. Only those selected for an interview will be contacted.

BrokerLink is committed to providing an accessible environment. Accommodations are available upon request during the selection process.

We are dedicated to creating an inclusive environment that embraces diversity as our strength. We aim to foster a workplace where all team members and customers feel welcome and valued.

Discover more about BrokerLink! Visit our dedicated webpage: https://www.brokerlink.ca/campaign/discover-brokerlink

Join our team and make a difference!