Personal Insurance Advisor (Non-Standard Service)

BrokerLink; Northwestern Ontario; On-site; CAD 60,000 - 80,000; Full time

Job summary

A reputable insurance firm in Northwestern Ontario seeks a Personal Insurance Advisor to provide tailored insurance options and exceptional customer service. The ideal candidate should have experience in personal insurance and strong communication skills. This full-time role offers competitive benefits, including flexible health plans, paid time off, and opportunities for professional growth.

Benefits

Flexible health and dental insurance plans

Personal spending allowance for healthy lifestyle investments

RRSP with company matching

Employee Share Purchase Plan

Dress for your day policy

Competitive salary with bonus opportunities

Paid time off and 3 weeks of vacation annually

Employee discount programs

Qualifications

• Minimum 1-year personal insurance experience preferred.
• RIBO License preferred.
• Ability to pass criminal background and credit checks.

Responsibilities

• Advise clients on personal insurance options and needs assessments.
• Provide ongoing service, answer inquiries, and process renewals.
• Build relationships and write new business.

Skills

Strong customer focus

Excellent communication skills

Ability to handle multiple priorities

Education

High School or Post-Secondary Education

Tools

Epic system

Job description

Being a part of BrokerLink means you live our values: acting with integrity, respecting others, having a customer-driven mindset, striving for excellence, and treating others with generosity. These values support our diversity and inclusion efforts to foster a respectful and inclusive work environment.

We seek like-minded individuals committed to providing the highest level of customer service and maintaining utmost professionalism.

We are invested in your success. Our purpose of “we’re here to help people” motivates us to retain talented team members long-term. We offer numerous growth opportunities in an environment that values our most important assets—you, our team members. With over 200 offices across Canada, we also offer flexible work arrangements.

We are hiring a Personal Insurance Advisor (Non-Standard Service) to join BrokerLink in one of our Ontario offices, working from 9:00 a.m. to 5:00 p.m. EST, on a permanent full-time basis.

As part of our employee promise, benefits include:

• Flexible health and dental insurance plans
• Personal spending allowance for healthy lifestyle investments
• RRSP with company matching
• Employee Share Purchase Plan (TSX: IFC) with matching
• Dress for your day policy
• Competitive salary with bonus opportunities
• Employee discount programs (Apple, Bell, Rogers, and more)
• Paid time off, including personal days, volunteer days, exam/study leave, jury duty, and starting at 3 weeks of vacation annually
• Recognition as one of Canada’s best employers (Kincentric 2024)

Role Responsibilities:

1. Advise clients with high-risk profiles on personal insurance options, conducting needs assessments and recommending tailored solutions.
2. Provide ongoing service to clients, answer inquiries, process renewals, and conduct care calls to ensure satisfaction.
3. Write new business and retain clients through expert advice and relationship building.
4. Quote new business via outbound calls, introductory letters, and walk-in consultations.
5. Negotiate policy terms with Underwriters and Adjusters for non-standard coverage.
6. Prepare documentation for insurers, complete applications, issue certificates, process changes, and review renewals.
7. Stay informed on underwriting rules, market trends, and carrier guidelines for non-standard insurance.
8. Participate in training and professional development initiatives.
9. Engage in community marketing to promote brand presence and trust.
10. Handle accounts receivable activities and support peers as needed.

Candidate Requirements:

• High School or Post-Secondary Education
• Minimum 1-year personal insurance experience preferred
• RIBO License preferred
• Epic system experience is an asset
• Strong customer focus
• Ability to handle multiple priorities successfully
• Excellent communication skills (verbal and written)
• Ability to pass criminal background and credit checks