Personal Insurance Advisor

Brokerlink; Northeastern Manitoulin and the Islands; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading insurance brokerage in Ontario seeks a Personal Insurance Advisor to provide client service and sell insurance policies. The ideal candidate will have strong customer focus, analytical skills, and at least a high school education. Previous insurance experience is preferred but not mandatory. This role offers competitive compensation, including various perks and benefits.

Benefits

Flexible health and dental insurance benefits package

RRSP with company matching

Employee Share Purchase Plan

Paid Time Off including vacations

Employee discount program

Qualifications

• Previous insurance experience preferred but not required.
• RIBO License preferred.

Responsibilities

• Advise on insurance matters and conduct needs assessments.
• Sell new policies and retain existing clients.
• Quote new business through outbound calls.
• Prepare documentation and complete applications for clients.

Skills

Strong customer focus

Analytical skills

Organizational skills

Excellent verbal and written communication skills

Education

High School and/or Post-Secondary Education

Tools

Epic

Job description

Personal Insurance Advisor

Job Category: Personal and Commercial Insurance

Requisition Number: PERSO006765

Location & Employment: Little Current, ON • Permanent Full Time

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

Perks and Benefits:

• 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: Personal days, Volunteer days, Exam/Study Time, Jury Duty, and starting at 3 weeks of vacation per year
• Being recognized as one of Canada’s best employers such as Kincentric 2024

What 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.
• Quote new business through outbound call initiatives, introductory letters and receive walk-in clients.
• Contact Underwriters and Adjusters to discuss guidelines and policy.
• Prepare documentation for insurers, complete 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.
• Process Accounts Receivable activities.
• Provide guidance and assistance as requested.

Desired Qualifications:

• 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.

Note: 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!