Personal Lines Advisor

BrokerLink; Whitecourt; On-site; CAD 45,000 - 65,000; Full time

Job summary

A leading insurance provider in Whitecourt, AB, is seeking a Personal Insurance Advisor to provide exceptional customer service and sell insurance policies. The ideal candidate should have strong communication skills, at least 2 years of sales experience, and a commitment to customer satisfaction. The position offers a competitive compensation package and valuable perks, including flexible working arrangements and professional growth opportunities. Join our inclusive team and make a difference!

Benefits

Flexible health and dental insurance benefits

Registered Retirement Savings Plan with matching

Employee Share Purchase Plan with matching aspect

'Dress for your day' policy

Paid Time Off including 3 weeks of vacation

Employee discount program

Qualifications

• Minimum of 2 years sales experience, preferably in insurance.
• Level 1 General license or willingness to obtain.
• Ability to pass a criminal background check and credit check.

Responsibilities

• Service ongoing client needs and advise on insurance matters.
• Sell new policies and retain existing business.
• Prepare documentation for insurers and process renewals.
• Participate in community marketing initiatives.

Skills

Customer focus

Organizational skills

Communication skills

Analytical skills

Ability to handle multiple priorities

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” 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 in an environment that values our most important assets – you.

We have over 200 offices across Canada – ask us about our flexible work arrangements!

Personal Insurance Advisor – Whitecourt, AB – Permanent Full Time Basis

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 regularly recognized as one of Canada’s best employers such as Kincentric 2024

What the Role Entails

• 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
• Minimum of 2 years sales experience (previous insurance sales experience preferred but not required)
• Level 1 General license or willingness to obtain
• 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
• Ability to pass a criminal background check and credit check

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!