Personal Insurance Advisor

BrokerLink; Wallaceburg; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading insurance agency in Wallaceburg is seeking a Personal Insurance Advisor to provide client services and manage insurance portfolios. This role includes advising clients, selling insurance policies, and maintaining business relationships. The ideal candidate will have a RIBO License, prior experience in personal insurance, and strong analytical skills. The position offers flexible health benefits and competitive compensation.

Benefits

Flexible health and dental benefits

RRSP with company matching

Employee discounts on brands like Apple

Paid time off including 3 weeks of vacation

Qualifications

• Minimum of 3 years of Personal Insurance experience preferred.
• RIBO License is required.
• Ability to pass criminal background and credit checks.

Responsibilities

• Serve ongoing client needs and advise on insurance matters.
• Sell new policies and retain existing business.
• Contact Underwriters to discuss guidelines and policies.
• Prepare documentation for insurers and issue certificates.

Skills

Customer focus

Analytical skills

Organizational skills

Communication skills

Ability to handle multiple priorities

Education

High School or Post-Secondary Education

Tools

Epic

Job description

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, ensuring a respectful and inclusive work environment.

We seek like-minded individuals committed to providing the highest level of customer service and demonstrating 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 talented individuals for the 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 are looking for a Personal Insurance Advisor to join BrokerLink in our Wallaceburg office in Western Ontario on a Permanent (FT) basis.

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 writing new business to existing or new clients, and retaining existing book of business.
• Quoting new business through outbound calls, introductory letters, and walk-in clients.
• Contacting Underwriters and Adjusters to discuss guidelines and policies.
• Preparing documentation for insurers, completing applications, issuing insurance certificates, processing changes, and reviewing renewals.
• Staying current on underwriting rules and workflow processes.
• Participating actively in training initiatives.
• Engaging in community marketing initiatives.
• Processing Accounts Receivable activities.
• Providing guidance and assistance as requested.

The Successful Candidate Will Have:

• Equivalent skills if you feel qualified—please apply.
• High School or Post-Secondary Education.
• Minimum of 3 years of Personal Insurance experience preferred.
• RIBO License is required.
• 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.

Employee Perks Include:

• Flexible health and dental benefits.
• Personal Spending allowance for healthy lifestyle investments.
• RRSP with company matching.
• ESPP - Employee Share Purchase Plan with matching.
• Dress for your day policy.
• Competitive compensation with bonuses.
• Employee discounts on brands like Apple, Bell, Rogers, and more.
• Paid time off including personal, volunteer, exam/study, jury duty, and starting at 3 weeks of vacation annually.
• Recognition as one of Canada’s best employers (Kincentric 2024).

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

BrokerLink is committed to providing an accessible environment with accommodations available upon request for candidates in the selection process.

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

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

Join our team and make a difference!