Personal Insurance Advisor: Growth & Flexible Benefits

Brokerlink Inc.

Brantford

On-site

CAD 47,000 - 58,000

Full time

2 days ago
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Benefits offered by this job

Flexible work arrangements
Wellness account
Share plan & ESPP

Job summary

BrokerLink Inc. is seeking a Personal Insurance Advisor to join our growing team. You will service ongoing client needs, advise on insurance matters, and renewals; sell new policies and retain existing business; and quote via outbound calls and walk-ins.

You’ll coordinate with underwriters, prepare applications, and manage changes while staying current on underwriting rules. We value diversity, offer flexible work arrangements where possible, and provide comprehensive benefits.

Qualifications

  • High School and or Post-Secondary Education.
  • Minimum 1 year Personal Insurance experience preferred.
  • Exposure to Epic is an asset.
  • Strong customer focus and service orientation.
  • Ability to manage multiple priorities and stay organized.
  • Excellent verbal and written communication skills.

Responsibilities

  • Provide ongoing service for client needs; advise on insurance matters and renewals.
  • Sell new policies and retain existing book of business.
  • Quote new business via outbound calls and walk-in clients.
  • Coordinate with underwriters and adjusters on guidelines and policies.
  • Prepare applications, issue certificates, process changes and renewals.
  • Stay current on underwriting rules and workflow processes.

Skills

Customer focus
Multitasking
Analytical skills
Communication skills

Education

High School or Postsecondary Education

Tools

Epic

Job description

BrokerLink Inc. is seeking a Personal Insurance Advisor to join our growing team. You will service ongoing client needs, advise on insurance matters, and renewals; sell new policies and retain existing business; and quote via outbound calls and walk-ins.

You’ll coordinate with underwriters, prepare applications, and manage changes while staying current on underwriting rules. We value diversity, offer flexible work arrangements where possible, and provide comprehensive benefits.

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