Home and Auto Insurance Advisor selling digital personal insurance for PolicyMe. Managing inbound leads, closing policies, and improving customer - first sales processes.
About the role
- Personal Insurance Advisor serving clients for BrokerLink, a Canadian insurance brokerage. Advising customers, selling policies, processing renewals, and supporting insurance documentation.
Responsibilities
- Service ongoing client needs and advise on insurance matters
- Conduct needs assessments and recommend insurance solutions
- Answer inquiries, conduct care calls, and process renewals
- Sell new policies and write new business for existing or new clients
- Retain existing book of business
- Quote new business through outbound calls, introductory letters, and walk-in clients
- Contact underwriters and adjusters regarding guidelines and policies
- Prepare insurer documentation and complete client applications
- Issue insurance certificates, process changes, and review renewals
- Keep current on underwriting rules and workflow processes
- Participate in community marketing initiatives
- Process accounts receivable activities
- Provide guidance and assistance as requested
Requirements
- Minimum 2 years of customer service experience required
- RIBO License would be an asset
- Strong customer focus
- Demonstrated ability to handle multiple priorities successfully
- Strong analytical and organizational skills
- Excellent verbal and written communication skills
- Must be eligible to work in Canada from the anticipated start date and throughout employment
- No employer sponsorship or immigration-related support provided
Benefits
- Flexible work arrangements
- Multiple benefits supporting physical and mental wellbeing
- Wellness account
- Share plan
- Other savings programs
- Incentive programs
- Employee Share Purchase Plan (ESPP) with employer matching
- Group RRSP
- Company-matching DPSP offerings
- Training initiatives
- Accessible workplace accommodations
Job title
Job type
Experience level
Salary
Degree requirement
No Education Requirement
Location requirements
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