Personal Insurance Advisor (Experienced)

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

Job summary

A leading insurance provider is seeking an experienced Personal Insurance Advisor to join their team in Saint John, NB. This permanent full-time position involves providing excellent customer service, handling policy updates, and selling new insurance policies. Ideal candidates will have over 3 years of personal insurance experience and a valid insurance license. Join a supportive team and enjoy opportunities for professional growth.

Qualifications

• Minimum of 3 years of Personal Insurance experience preferred.
• A valid insurance license for New Brunswick or willingness to obtain.
• Demonstrated ability to handle multiple priorities.

Responsibilities

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

Skills

Customer focus

Strong analytical skills

Excellent verbal communication

Strong organizational skills

Education

High School and or Post-Secondary Education

Tools

Epic

Job description

BrokerLink values integrity, respect, customer-driven mindset, excellence and generosity to drive a respectful and inclusive work environment. We want like-minded individuals who provide the highest level of customer service and carry themselves with utmost professionalism. We invest in our people with opportunities to grow in an environment that values our most important asset — you. We have over 200 offices across Canada and offer flexible work arrangements.

We are looking for a Personal Insurance Advisor (Experienced) to join BrokerLink and work out of our Saint John, NB office on a Permanent (FT) basis. You’ll work in a supportive call centre setting, where you’ll provide insurance advice to our valued clients, assisting with quotes, policy updates and coverage questions.

What The Role Entails

• Service on-going 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 Account Receivable activities
• Provide guidance and assistance as requested

The Successful Candidate Will Have

• If you feel you have the equivalent skills, please apply*
• High School and or Post-Secondary Education
• Minimum of 3 years Personal Insurance experience preferred
• A valid insurance license for the Province of New Brunswick or willing to obtain same
• 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!