Personal Insurance Advisor (National SWAT)

BrokerLink; Lethbridge; On-site; CAD 50,000 - 70,000; Full time

Job summary

Join BrokerLink as a SWAT Personal Insurance Advisor, where you will provide exceptional customer service in a fast-paced environment. With a permanent full-time role, you can expect a rewarding career with opportunities for growth, competitive packages, and numerous benefits including flexible health insurance, retirement savings plans, and paid time off. Become part of a respected team dedicated to helping clients navigate their insurance needs.

Benefits

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 with matching aspect

Dress for your day

Competitive compensation package with bonus aspect

Employee discount program

Paid Time Off, including vacation and personal days

Qualifications

• Minimum 2 years of Personal Insurance experience.
• Provincially licensed.
• Claims and underwriting knowledge is an asset.

Responsibilities

• Serve customers across Canada with a focus on providing exceptional customer service.
• Prepare documentation for insurers, process changes, and review renewals.
• Keep updated on underwriting rules and workflow processes.

Skills

Agility

Analytical skills

Organizational skills

Customer service

Education

High School / 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, 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 Corporate SWAT Team at BrokerLink. Working out of one of our Alberta branches 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
• 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 :

• Being agile in all aspects of customer service with a high focus on technical ability
• Service customers across Canada using all available methods of communication to provide customer with a seamless omni-channel experience
• Participate in strategic debrief sessions to highlight operational areas of improvement
• Deploy your skills and expertise to any area of the business that requires support
• 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
• Be Licensed across all provinces where BrokerLink operates
• Actively participate in training initiatives
• Provide guidance and assistance to the business as required

The Successful candidate will have :

• If you feel you have the equivalent skills, please apply
• High School / Post-Secondary Education
• Minimum of 2 years Personal Insurance experience
• Provincially License
• Be Agile and able to pivot with little notice
• Claims and underwriting knowledge an asset
• Comfortable working with everchanging technology
• Minimum 1 year experience with EPIC
• Demonstrated ability to handle multiple priorities successfully
• Strong analytical and organizational skills