PI Advisor I

We are looking for a Personal Insurance Advisor to join our growing team!

What you’ll do here:

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, introductory letters and receive walk-in clients

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

Participate in community marketing initiatives

Process Account Receivable activities

Provide guidance and assistance as requested

What you bring to the table:

Minimum 1-year Personal Insurance experience preferred, however, we are open to candidates with no insurance experience

Previous customer experience is a must

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

This role is a new member of our growing team.

We are an equal opportunity employer

BrokerLink is committed to providing an accessible environment. Accommodations are available on request for candidates taking part in the selection process.

BrokerLink is committed to creating and maintaining an inclusive environment which embraces our diversities and sees them as our strength! We want to foster a workplace that makes all our team members and customers feel welcome and appreciated.

Discover more about BrokerLink! Visit our new dedicated Webpage.

Please note that BrokerLink does not provide sponsorship or other support for immigration-related matters including but not limited to employer-specific closed work permits. Candidates must be eligible to work in Canada from the anticipated start date and throughout their employment and are solely responsible for maintaining their work eligibility.

At BrokerLink, we value diversity and are committed to creating an inclusive workplace that inspires each of us to be the best we can be. Join our team and make a difference!