Personal Insurance Advisor

BrokerLink; Strathmore; On-site; CAD 50,000 - 65,000; Full time

Job summary

A leading insurance provider in Strathmore seeks a Personal Insurance Advisor on a permanent full-time basis. The role involves servicing client needs, selling policies, and advising on insurance matters. The ideal candidate will have a strong customer focus and experience in sales, with flexible benefits including health insurance and paid time off. Join a team that values diversity and offers growth opportunities.

Benefits

Flexible health and dental insurance benefits package

Competitive compensation package with bonus aspect

Paid Time Off including personal and vacation days

Qualifications

• Minimum of 2 years sales experience, preferably in insurance.
• Level 1 or 2 AIC License is preferred.
• Strong ability to manage multiple priorities.

Responsibilities

• Service ongoing client needs and advise on insurance matters.
• Sell new policies and retain the existing book of business.
• Prepare documentation for insurers and complete applications.

Skills

Customer focus

Analytical skills

Organizational skills

Verbal communication

Written communication

Education

High School and/or Post-Secondary Education

Tools

Epic

Job description

Overview

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 is present.

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

We want to invest in you! Your success is our success and our purpose of “we’re here to help people” is what motivates us to keep the amazing talent we attract, for a long time. We want to bring out the best of all our team members! Offering countless opportunities to grow and an environment which values our most important assets, you, our team members. We have 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 working from our Strathmore branch on a Permanent Full Time 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 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
• Recognition as one of Canada’s best employers (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
• 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

• Equivalents may apply; please apply if you feel you have the skills
• High School and/or Post-Secondary Education
• Minimum of 2 years sales experience (previous insurance sales experience preferred but not required)
• Level 1 or 2 AIC License with experience 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
• 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 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!