Licensed Insurance Advisor selling Manulife health, dental, travel, and life insurance. Handling inbound and outbound sales through phone, chat, and digital channels.
About the role
- Commercial Insurance Advisor serving small-business clients for BrokerLink, a Canadian insurance brokerage. Selling, servicing, and renewing commercial insurance policies across Ajax, Pickering, or Newcastle.
Responsibilities
- Provide front-line Commercial Insurance sales and customer service for small businesses
- Service ongoing client needs and advise on insurance matters
- Conduct needs assessments and recommend insurance solutions
- Answer inquiries, conduct care calls, and process renewals
- Quote and sell new policies/write new business to existing or new clients
- Retain existing book of business through inbound and outbound calls, introductory letters, and walk-in clients
- Prepare documentation for insurers and complete client applications
- Issue insurance certificates, process changes, and review renewals
- Contact Underwriters and Adjusters to discuss guidelines and policies
- Keep current on underwriting rules and workflow processes
- Participate in training initiatives and community marketing initiatives
- Process accounts receivable activities
- Provide guidance and assistance as requested
- Build trusted relationships with small business clients and tailor insurance coverage
Requirements
- Strong customer service, sales, and/or call center experience
- RIBO is required (or willingness to obtain it)
- Previous P&C Insurance experience is a definite asset
- Excellent customer service skills; customer-focused and able to resolve conflicts effectively
- Proven ability to manage multiple priorities successfully
- Effective verbal and written communication skills
- Accountable, goal-oriented and proactive
- Ability to work as part of a team as well as independently in a fast-paced environment
- Candidates must be eligible to work in Canada from the anticipated start date and throughout employment
- Candidates are solely responsible for maintaining their work eligibility
Benefits
- Flexible work arrangements
- Incentive plan
- Commissions & other performance incentives: Expected, but not limited payout potential of 10-15% of salary (subject to personal and team performance)
- Opportunities to grow
- Accessible environment and accommodations available on request
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