Personal Insurance Sales Advisor selling and retaining personal insurance policies for BrokerLink. Quoting business, developing client relationships, and supporting insurer documentation across Ontario offices.
About the role
- Personal Insurance Advisor at BrokerLink building trusted relationships with clients. Tailoring coverage solutions and providing excellent customer service to protect what matters most.
Responsibilities
- 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
- Retain existing book of business
- Quote new business through outbound call initiatives
- Contact Underwriters and Adjusters
- Prepare documentation for insurers
- Keep current on underwriting rules and workflow processes
- Actively participate in training initiatives
- Process Account Receivable activities
- Provide guidance and assistance as requested
Requirements
- High School and or Post-Secondary Education
- Minimum 1-year Personal Insurance experience preferred
- 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
Benefits
- Flexible work arrangements
- Multiple benefits offered to support physical and mental wellbeing
- Wellness account
- Share plan & other savings
- Group RRSP with company matching
- DPSP offerings for flexibility and long-term security
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