Personal Insurance Advisor

Collège Boréal; Northeastern Manitoulin and the Islands; On-site; CAD 45,000 - 60,000; Full time

Job summary

A leading company is seeking a Personal Insurance Advisor to work in their Little Current Branch on a permanent basis. This role involves servicing client needs, advising on insurance matters, and selling new policies. Ideal candidates will possess strong customer focus and the ability to manage multiple priorities successfully. The company emphasizes a supportive work environment and offers numerous growth opportunities.

Benefits

Flexible health and dental insurance benefits package

Personal Spending account to support your healthy lifestyle

RRSP with Company matching

ESPP with matching

'Dress for your day' dress code

Competitive compensation package with bonus potential

Paid Time Off including at least 3 weeks of vacation

Employee discount programs

Qualifications

• High School diploma and/or Post-Secondary education required.
• Previous insurance experience preferred but not required.
• RIBO License preferred.

Responsibilities

• Servicing ongoing client needs, advising on insurance matters.
• Selling new policies and retaining existing business.
• Collaborating with Underwriters regarding guidelines and policies.

Skills

Customer focus

Analytical skills

Organizational skills

Verbal communication

Written communication

Education

High School diploma and/or Post-Secondary education

Tools

Epic

Job description

We are looking for a Personal Insurance Advisor to join BrokerLink and work out of our Little Current Branch on a Permanent (FT) Basis.

Requisition Number: PERSO005588

Being a part of BrokerLink means you live our values: acting with integrity, respecting others, maintaining a customer-driven mindset, striving for excellence, and treating others with generosity. These values support our diversity and inclusion efforts to ensure a respectful and inclusive work environment.

We seek like-minded individuals committed to providing the highest level of customer service and carrying themselves with utmost professionalism.

We invest in our team members! Your success is our success, and our purpose of "we’re here to help people" motivates us to retain top talent. 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!

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 account to support your healthy lifestyle
• RRSP – Registered Retirement Savings Plan with Company matching
• ESPP – Employee Share Purchase Plan (TSX:IFC) with matching
• ‘Dress for your day’ dress code
• Competitive compensation package 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, such as Kincentric 2023

What the Role Entails

• Servicing ongoing client needs, advising on insurance matters, conducting needs assessments, recommending solutions, answering inquiries, making care calls, and processing renewals
• Selling new policies and writing new business to existing or new clients, retaining existing book of business
• Quoting new business via outbound calls, introductory letters, and walk-in clients
• Collaborating with Underwriters and Adjusters regarding guidelines and policies
• Preparing documentation for insurers, completing applications, issuing certificates, processing changes, and reviewing renewals
• Staying current on underwriting rules and workflow processes
• Participating in training initiatives and community marketing efforts
• Processing Accounts Receivable activities
• Providing guidance and assistance as needed

The Successful candidate will have:

• High School diploma and/or Post-Secondary education
• Previous insurance experience preferred but not required
• RIBO License preferred
• Exposure to Epic is an asset
• Strong customer focus
• Ability to handle multiple priorities successfully
• Strong analytical and organizational skills
• Excellent verbal and written communication skills
• Ability to pass criminal background and credit checks

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 upon request for candidates participating in the selection process.

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

Join our team and make a difference!