Personal Insurance Advisor — Flexible Work & Benefits

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

Benefits offered by this job

Flexible work arrangements

Wellness account

Share plan & other savings

Job summary

BrokerLink is seeking a Personal Insurance Advisor in Guelph, Ontario. You will service client needs, assess insurance requirements, recommend solutions, and process renewals while selling new policies and expanding the client book.

Collaboration with underwriters and adjusters ensures accurate applications and policy guidance. Ideal candidates bring customer-focused service, the ability to manage multiple priorities, strong communication skills, and familiarity with Epic; new team members are

Qualifications

• Minimum 1-year Personal Insurance experience preferred, however, we are open to candidates with no insurance experience.
• Previous customer experience is a must
• 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 ongoing 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

Organizational skills

Excellent communication

Tools

Epic

Job description

BrokerLink is seeking a Personal Insurance Advisor in Guelph, Ontario. You will service client needs, assess insurance requirements, recommend solutions, and process renewals while selling new policies and expanding the client book.

Collaboration with underwriters and adjusters ensures accurate applications and policy guidance. Ideal candidates bring customer-focused service, the ability to manage multiple priorities, strong communication skills, and familiarity with Epic; new team members are