Personal Insurance Advisor (fort McMurray)

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

Benefits offered by this job

Flexible work arrangements

Wellness account

Share plan

Employee Share Purchase Plan (ESPP)

Group RRSP matching DPSP

Job summary

BrokerLink Inc. is seeking a Personal Insurance Advisor for our Fort McMurray office. You will build trusted relationships with clients, tailor coverage solutions, and provide exceptional service whether in person or by phone.

The role emphasizes client focus, detail orientation, and a proactive approach to insurance needs, renewals, and cross-selling opportunities. Training, licensing support, and an on-site 35-hour schedule are provided.

Qualifications

• Customer service, sales and/or call center experience.
• Holding an AIC license is a significant asset.
• One year of experience as a broker or insurance agent is desirable.
• Strong customer focus and ability to handle multiple priorities.
• Excellent verbal and written communication skills.
• Exposure to Epic is an asset.

Responsibilities

• Service ongoing client needs, advise on insurance matters, assess needs, recommend solutions, answer inquiries, conduct renewals.
• Sell new policies and write business to existing or new clients, retain book of business.
• Quote new business through outbound calls, letters and walk-in clients.
• Contact Underwriters and Adjusters to discuss guidelines and policy.
• Prepare documentation for insurers, complete applications, issue certificates and process changes.
• Keep current on underwriting rules and workflow processes.
• Participate in training and community marketing initiatives.

Skills

Customer service

Sales experience

Call center experience

Strong communication

Multitasking

Analytical skills

Epic exposure

Education

AIC license

Tools

Epic

Job description

Being a part of BrokerLink, means you live our values: to act with integrity, be respectful of others, have a customer-driven mindset, strive for excellence and always treat others with generosity. These values drive our diversity and inclusion efforts to ensure a respectful and inclusive work environment is present. We want like-minded individuals who want to provide the highest level of customer service, who carry themselves with utmost professionalism. We want to invest in you! Your success is our success and our purpose of "we're here to help people" is what motivates us to keep the amazing talent we attract, for a long time. We want to bring out the best of all our team members! Offering countless opportunities to grow and an environment which values our most important assets, you, our team members. We have over 200 offices across Canada, ask us about our flexible work arrangements!

Pay at BrokerLink is about much more than just salary.

• Flexible work arrangements
• Multiple benefits offered to support physical and mental wellbeing, Wellness account and much more
• Share plan & other savings

Salary range (but not limited to): 47,100 - 57,500

Incentive plan Commissions & other performance incentives: Expected, but not limited payout potential of 10-15% of salary (subject to personal and team performance).

As part of our commitment to Win As A Team, we share our success with employees through our incentive programs and Employee Share Purchase Plan (ESPP) – with BrokerLink matching a portion of your contributions.

Our Group RRSP, with company matching DPSP offerings provide flexibility and long-term security for our employees beyond their careers.

Salary for the candidate will be determined taking into consideration a number of factors including: experience, skills, qualifications, anticipated contribution to role, internal equity, location etc.

The salary range presented below is based on a 35-hour workweek and would represent a majority of different candidate profiles. However, we encourage candidates who may fall outside of this range to apply as well.

About the role

We are looking for a Personal Insurance Advisor to join our BrokerLink team! As a Personal Insurance Advisor, you'll build trusted relationships with clients and tailor coverage solutions to protect what matters most. You will play an essential role in serving the community and providing exceptional service to our customers, whether they visit in person or reach out by phone. If you’re customer-focused, detail-oriented, and passionate about simplifying insurance, we’d love to hear from you!

Licensing and Professional Development:

We invest in your success by providing fully paid training and covering all associated licensing fees. PLEASE NOTE: If you do not already hold a General insurance license, you must be prepared to study for and pass the provincial insurance licensing exam.

This on-site position is available in our Fort McMurray (604 Signal road) office. Your work schedule: 35 hours a week. Monday to Friday, 9:00am to 5:00pm

What you’ll do here:

• 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.

What you bring to the table:

• Previous customer service, sales and/or call center experience.
• Holding an AIC license is considered a significant asset.
• One year of experience as a broker or insurance agent is also highly desirable.
• Strong customer focus.
• Demonstrated ability to handle multiple priorities successfully.
• Strong analytical and organizational skills.
• Excellent verbal and written communication skills.
• Exposure to Epic is an asset.
• No Canadian work experience required however must be eligible to work in Canada.

#LI-Onsite This role is a new member of our growing team. We are an equal opportunity employer 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.

Please note that BrokerLink does not provide sponsorship or other support for immigration-related matters including but not limited to employer-specific closed work permits. Candidates must be eligible to work in Canada from the anticipated start date and throughout their employment and are solely responsible for maintaining their work eligibility.

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!