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Personal Insurance Advisor
BrokerLinkPersonal Insurance Advisor at BrokerLink building trusted relationships with clients. Tailoring coverage solutions and providing excellent customer service to protect what matters most.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in personal insurance, including needs assessment, policy sales, and client retention. Proficient in communication and organizational skills to manage multiple priorities effectively.
Highest-signal resume keywords
Personal Insurance ExperienceClient Needs AssessmentPolicy SalesExcellent Communication SkillsAnalytical Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Needs AssessmentPolicy SalesAccount Receivable ProcessingDocumentation PreparationOutbound Call Initiatives
Soft Skills
Customer FocusOrganizational SkillsAbility to Handle Multiple Priorities
Tools & Technologies
Epic
Industry Keywords
Insurance MattersUnderwriting RulesCare CallsRenewalsAdjusters
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
- 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
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
Benefits
Comp & perks- 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