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
- Insurance Advisor promoting personal lines products and managing client relationships for Westland Insurance Group. Fully remote role handling renewals, policy changes, claims support, and new business.
Responsibilities
- Work with clients to uncover insurance needs, identify opportunities, and provide recommendations based on coverage and underwriting principles
- Provide excellent customer service and manage client relationships by actively listening to queries and concerns
- Develop new business through cross-selling, upselling, referrals, and securing ex-dates
- Review renewals on a timely basis while maintaining strong retention levels
- Process policy changes and endorsements accurately through company portals
- Support clients through the claims process while communicating accurate information to claims teams
- Collaborate with the team to reach organizational goals
- Promote and educate clients on insurance products
- Manage complex insurance cases and help team members reach their potential
Requirements
- Minimum 3 years RIBO license
- Strong knowledge of personal lines insurance products and underwriting principles
- Effective team collaborator who supports peers and contributes to team success
- Ability to build authentic client relationships
- Strong time management and ability to prioritize workload while demonstrating confidentiality and discretion
- Self-starter mentality with ability to meet production targets while working independently
- Experience using insurer portals and related systems
- At least 3 years of industry experience
- Willingness to work in the Eastern Time Zone
- Applicants from other provinces must have a valid RIBO license
Benefits
- An open, flexible and welcoming workplace
- Plenty of opportunities to grow and learn
- Autonomy to drive your own success
- Inclusive culture with a talented community of people from a wide variety of backgrounds
- Total rewards program supporting financial, physical, and mental health
- Flexible paid Values Days
- Paid Volunteer Days through Amplifying Communities
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