Personal Insurance Advisor

BrokerLink; North Bay; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading insurance provider in North Bay, ON is seeking a Personal Insurance Advisor to join their team. The role involves advising clients on insurance matters, selling policies, and preparing documentation. Applicants are encouraged to have a customer-focused mindset and strong communication skills. Flexible work arrangements and a competitive compensation package are offered.

Benefits

Flexible health and dental insurance

RRSP with company matching

Employee Share Purchase Plan

Competitive compensation package

Paid time off including 3 weeks of vacation

Qualifications

• Previous insurance experience preferred but not required.
• RIBO License preferred.
• Strong ability to handle multiple priorities.

Responsibilities

• Advise on insurance matters and conduct needs assessments.
• Sell new policies and retain existing clients.
• Prepare documentation for insurers and issue insurance certificates.

Skills

Customer focus

Analytical skills

Organizational skills

Communication skills

Education

High School and/or Post-Secondary Education

Tools

Epic

Job description

Overview

Being a part of BrokerLink means you live our values: 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 and carry themselves with utmost professionalism. We invest in you—your success is our success and our purpose of “we’re here to help people” motivates us to keep the amazing talent we attract for a long time. We aim to bring out the best in all our team members and offer opportunities to grow in an environment which values our most important asset, you. We have over 200 offices across Canada; ask us about flexible work arrangements.

We are looking for a Personal Insurance Advisor to join BrokerLink and work out of our North Bay, ON branch on a Permanent (FT) 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 for unlimited earning potential
• 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

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
• 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

• Equivalent skills considered—please apply
• High School and/or Post-Secondary Education
• Previous Insurance experience preferred but not required
• RIBO License 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

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!