Personal Insurance Advisor (VIP BOB)

BrokerLink - Eastern Ontario Region; North Bay; On-site; CAD 55,000 - 65,000; Full time

Job summary

A leading insurance provider in Nipissing District, North Bay is seeking a Personal Insurance Advisor to enhance customer service. The successful candidate will be part of a structured training program and will handle client inquiries, renewals, and new policy sales. This role offers a flexible work environment along with a comprehensive benefits package, including health insurance, retirement plans, and competitive compensation. Ideal candidates will have a customer-focused attitude and strong communication skills.

Benefits

Flexible health and dental insurance benefits package

Personal Spending amount for healthy lifestyle

RRSP with company matching

Employee Share Purchase Plan

'Dress for your day' policy

Competitive compensation with bonus potential

Employee discount program

Paid Time Off including vacation and personal days

Qualifications

• Previous insurance experience preferred but not required.
• RIBO License preferred.
• Strong ability to manage multiple priorities successfully.

Responsibilities

• Provide ongoing client service, advise on insurance matters, and conduct needs assessments.
• Sell new policies to existing or new clients and retain the existing book of business.
• Prepare documentation for insurers and process changes.

Skills

Customer focus

Analytical skills

Organizational skills

Verbal communication skills

Written communication skills

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, 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 Personal Insurance Advisor (VIP BOB) to join BrokerLink and work out of our Sudbury-Marcus Drive or North Bay Branch on a Permanent (FT) Basis.

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 for unlimited earning potential
• 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

• Benefit from a structured training and mentorship program led by our senior VIP Insurance Advisor, designed to support your professional growth and deepen your expertise in high-touch client service
• 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
• Contact Underwriters and Adjusters to discuss guidelines and policy
• Prepare documentation for insurers, completing 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

The Successful Candidate Will Have

• If you feel you have the equivalent skills, please apply*
• High School and or Post-Secondary Education
• Previous Insurance experience preferred but not required.
• RIBO License preferred
• Exposure to Epic is an asset
• Strong customer focus
• Demonstrated ability to handle multiple priorities successfullyStrong analytical and organizational skills
• Excellent verbal and written communication skills

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!