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Personal Insurance Advisor
BrokerLinkPersonal Insurance Advisor providing insurance solutions and client support through assessments, policy renewals, and client relationship management at BrokerLink. Seeking candidates with strong customer focus and insurance experience.
About the role
Key responsibilities & impact- 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
- Quote new business through outbound call initiatives
- Contact Underwriters and Adjusters to discuss guidelines and policy
- Prepare documentation for insurers
- Complete applications for clients
- Issue insurance certificates
- Process changes and review renewals
- Keep current on underwriting rules and workflow processes
- Actively participate in training initiatives
- Process Account Receivable activities
Requirements
What you’ll need- 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
- Bilingual in french and english is an asset
Benefits
Comp & perks- Flexible work arrangements
- Multiple benefits offered to support physical and mental wellbeing
- Wellness account
- Share plan & other savings
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Personal InsuranceNeeds AssessmentPolicy WritingDocumentation PreparationApplication CompletionInsurance Certificate IssuanceAccount Receivable Processing
Soft Skills
Customer FocusAnalytical SkillsOrganizational SkillsVerbal CommunicationWritten CommunicationAbility to Handle Multiple Priorities