Personal Insurance Advisor (National SWAT)

BrokerLink; Calgary; On-site; CAD 45,000 - 60,000; Full time

Job summary

Join a dynamic and fast-paced team as a Personal Insurance Advisor (National SWAT) at BrokerLink in Calgary. In this role, you will deliver exceptional customer service while managing various client requests and applications. This position offers growth opportunities and competitive compensation in a supportive environment that values inclusivity and professional development.

Benefits

Flexible health and dental insurance benefits

Personal Spending amount

RRSP with Company matching

Employee Share Purchase Plan

Dress for your day policy

Paid Time Off including vacation and personal days

Employee discount program with various companies

Opportunities for professional development

Qualifications

• 2 years personal insurance experience needed.
• AIC licensed preferred.
• Commitment to high-quality customer service.

Responsibilities

• Provide outstanding customer service across Canada.
• Handle underwriting carrier requests.
• Prepare and complete insurance applications.

Skills

Customer Service

Multitasking

Communication Skills

Education

High School/Post-Secondary Education

Tools

EPIC

Job description

Personal Insurance Advisor (National SWAT)

Join to apply for the Personal Insurance Advisor (National SWAT) role at BrokerLink

Personal Insurance Advisor (National SWAT)

3 days ago Be among the first 25 applicants

Join to apply for the Personal Insurance Advisor (National SWAT) role at BrokerLink

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!

We are looking for a SWAT Personal Insurance Advisor to join our National Personal Insurance Team at BrokerLink. Working out of one of our Alberta offices, on a Permanent FT Basis.

The role:

Do you thrive in a fast paced and agile work environment? Are you a high performing individual that doesn’t like monotony? Do you like having a unique and exciting workday? Then our SWAT Team is the perfect place for you. SWAT is BrokerLink’s new crisis team Specialized in Workforce Agile Tactics. We are here to support the business to ensure we provide exceptional customer service to our clients.

As part of our employee promise, here are some of the many perks of working with us:

• Flexible health and dental insurance benefits package.
• Personal Spending amount to invest in your healthy lifestyle.
• RRSP - Registered Retirement Savings Plan with Company matching.
• ESPP - Employee Share Purchase Plan (TSX:IFC) program with matching aspect.
• ‘Dress for your day’, dress according to your daily schedule.
• Opportunities to continuously grow with us, expand your skillset, and explore new challenges in a supportive, collaborative environment.
• Competitive compensation package with bonus aspect.
• Employee discount program, including Apple, Bell, Rogers and more!
• Paid Time Off in the form of: Personal days, Volunteer days, Exam/Study Time, Jury Duty and starting at 3 weeks of vacation per year!
• Working for an employer who is regularly recognized as one of Canada’s best employers such as Kincentric 2024.
  
  

What the Role Entails:

• Be agile in all aspects of customer service with a high focus on technical ability.
• Provide outstanding customer service to customers across Canada using all communication channels to ensure a seamless omni-channel experience.
• Handle incoming underwriting carrier requests and liaise with Underwriters and Adjusters to discuss guidelines and policy requirements.
• Prepare and complete insurance applications, issue insurance certificates, process policy changes, and review renewals.
• Effectively manage multiple priorities and tasks in a fast-paced environment while maintaining a high level of accuracy and professionalism.
• Participate in debrief sessions and provide feedback on new workflows to support continuous improvement initiatives.
• Stay current on underwriting rules, workflows, and evolving industry standards.
• Become a licensed insurance broker across all provinces where BrokerLink operates.
• Actively engage in ongoing training and professional development.
• Provide guidance and support to team members and other departments as needed.
  
  

The successful candidate will have:

• High School/Post-Secondary Education.
• AIC licensed preferred.
• Minimum of 2 years Personal Insurance experience.
• A commitment to delivering high-quality and thoughtful customer service.
• A flexible and agile mindset with the ability to quickly shift priorities and support various teams as needed.
• Minimum 1 year of experience with EPIC or have a proactive approach to learning new systems and processes.
• Prior insurance industry experience and knowledge of claims and underwriting processes is an asset.
• Excellent written and verbal communication skills.
• Exceptional multitasking, organizational skills, and attention to detail.
  
  

We thank all applicants for their interest, but only those selected for an interview will be contacted.

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 - https://www.brokerlink.ca/campaign/discover-brokerlink

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!

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

• Industries

  Insurance

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