Personal Insurance Advisor - Flexible Hours & Growth

Brokerlink Inc.; Town of Falher; Vor Ort; CAD 45.000 - 55.000; Vollzeit

Benefits dieser Stelle

Flexible work arrangements

Wellness account

Group RRSP with company match

Zusammenfassung

BrokerLink Inc. in Falher, AB is hiring a Personal Insurance Advisor on a permanent full-time basis. The role includes servicing clients, selling policies, renewals, and coordinating with insurers. Flexible work arrangements and wellness benefits are offered, with an incentive plan and group RRSP matching.

Minimum 1 year of personal insurance experience is preferred, and familiarity with Epic is a plus. Excellent communication and multitasking abilities are essential for success in this role.

Qualifikationen

• Minimum 1-year Personal Insurance experience required.
• Exposure to Epic is an asset.
• Strong customer service orientation and communication skills.

Aufgaben

• Serve ongoing client needs, advise on insurance matters, assess needs, and renewals.
• Sell new policies and retain existing book of business.
• Quote new business via outbound calls, letters, and walk-ins.
• Coordinate with underwriters/adjusters on guidelines and policies.
• Prepare applications, issue certificates, and process changes.
• Stay updated on underwriting rules and workflows.
• Participate in training initiatives and community marketing.
• Handle accounts receivable activities and provide guidance as needed.

Kenntnisse

Customer focus

Multitasking

Verbal/written communication

Tools

Epic

Jobbeschreibung

BrokerLink Inc. in Falher, AB is hiring a Personal Insurance Advisor on a permanent full-time basis. The role includes servicing clients, selling policies, renewals, and coordinating with insurers. Flexible work arrangements and wellness benefits are offered, with an incentive plan and group RRSP matching.

Minimum 1 year of personal insurance experience is preferred, and familiarity with Epic is a plus. Excellent communication and multitasking abilities are essential for success in this role.