Personal Insurance Advisor I

BrokerLink; Lakeshore; Hybrid; CAD 44,700 - 54,700; Full time

Benefits offered by this job

Flexible work arrangements

Multiple benefits for physical and mental wellbeing

Share plan and other savings

Job summary

BrokerLink is seeking a Personal Insurance Advisor in Lakeshore, Canada to join their team. This role involves servicing client needs and selling new policies while ensuring exceptional customer service. Candidates are expected to have at least one year of relevant experience and demonstrate strong analytical and communication skills.

The company values flexible work arrangements, offers multiple benefits for wellbeing, and is committed to fostering an inclusive work environment. Join BrokerLink and make a difference!

Qualifications

• Minimum 1-year Personal Insurance experience preferred.
• Strong customer focus and ability to handle multiple priorities successfully.
• Excellent verbal and written communication skills.

Responsibilities

• Service on-going client needs and advise on insurance matters.
• Sell new policies and retain existing book of business.
• Quote new business and prepare documentation for insurers.

Skills

Customer focus

Analytical skills

Organizational skills

Verbal communication

Written communication

Education

High School and or Post-Secondary Education

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 and 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 and offer countless opportunities to grow in an environment that values our most important asset: 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): 44,700 - 54,700

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, provides 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 growing team!

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

• High School and or Post-Secondary Education
• Minimum 1-year Personal Insurance experience preferred
• 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

This position will fill an essential role in our 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!