Personal Insurance Advisor — Flexible Hours & Growth

Brokerlink Inc.; Cobourg; On-site; CAD 47,000 - 58,000; Full time

Benefits offered by this job

Flexible work arrangements

Share plan

Employee Share Purchase Plan (ESPP)

Group RRSP with DPSP

Job summary

BrokerLink Inc. in Cobourg is hiring a Personal Insurance Advisor to service client needs, advise on insurance matters, conduct needs assessments, and process renewals while selling new policies to existing or new clients.

The role requires a minimum of 1 year of Personal Insurance experience, strong customer focus, and excellent verbal and written communication; Epic experience is a plus. Flexible work arrangements are noted in benefits.

Qualifications

• Minimum 1-year Personal Insurance experience preferred.
• Exposure to Epic is an asset.
• Strong customer focus and ability to manage multiple priorities.
• Strong analytical and organizational skills.
• Excellent verbal and written communication skills.

Responsibilities

• Service ongoing client needs and advise on insurance matters.
• Conduct needs assessments and recommend solutions.
• Issue insurance certificates and process renewals.
• Sell new policies and write new business for existing or new clients.
• Quote new business and contact underwriters and adjusters on guidelines.

Skills

Customer focus

Multitasking

Analytical skills

Organizational skills

Verbal communication

Written communication

Tools

Epic

Job description

BrokerLink Inc. in Cobourg is hiring a Personal Insurance Advisor to service client needs, advise on insurance matters, conduct needs assessments, and process renewals while selling new policies to existing or new clients.

The role requires a minimum of 1 year of Personal Insurance experience, strong customer focus, and excellent verbal and written communication; Epic experience is a plus. Flexible work arrangements are noted in benefits.