Personal Insurance Advisor — Flexible Hours & Growth Incentives

BrokerLink; Chatham; On-site; CAD 47,000 - 58,000; Full time

Benefits offered by this job

Flexible work arrangements

Wellness account

Share plan

Job summary

BrokerLink in Chatham, ON is seeking a Personal Insurance Advisor to join our growing team on a permanent full-time basis. You will service ongoing client needs, advise on insurance matters, conduct needs assessment, and process renewals while retaining the existing book of business.

This role offers a clear path for growth within a collaborative, customer-focused environment. We value integrity, professionalism and community involvement, with flexible work arrangements and a comprehensive

Qualifications

• Minimum 1-year Personal Insurance experience preferred
• RIBO License is an asset
• 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

Responsibilities

• 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

Skills

Customer focus

Multitasking

Analytical skills

Communication skills

Organizational skills

Tools

Epic

Job description

BrokerLink in Chatham, ON is seeking a Personal Insurance Advisor to join our growing team on a permanent full-time basis. You will service ongoing client needs, advise on insurance matters, conduct needs assessment, and process renewals while retaining the existing book of business.

This role offers a clear path for growth within a collaborative, customer-focused environment. We value integrity, professionalism and community involvement, with flexible work arrangements and a comprehensive