Personal Insurance Advisor

Being a part of BrokerLink, means you live our values: to act with integrity, be respectful of others, have a customer-driven mindset, strive for excellence and always treat others with generosity. These values drive our diversity and inclusion efforts to ensure a respectful and inclusive work environment is present. We want like-minded individuals who want to provide the highest level of customer service, who carry themselves with utmost professionalism. We want to invest in you! Your success is our success and our purpose of “we’re here to help people” is what motivates us to keep the amazing talent we attract, for a long time. We want to bring out the best of all our team members! Offering countless opportunities to grow and an environment which values our most important assets, you, our team members. We have over 200 offices across Canada, ask us about our flexible work arrangements! Salary for the candidate will be determined taking into consideration a number of factors including: experience, skills, qualifications, anticipated contribution to role, internal equity, location, etc. The salary range presented below is based on a 35-hour workweek and would represent a majority of different candidate profiles. However, we encourage candidates who may fall outside of this range to apply as well. Salary range (but not limited to): 44,700 - 54,700 Incentive plan Commissions & other performance incentives: Expected, but not limited payout potential of 10-15% of salary (subject to personal and team performance) About the role We are looking for a Personal Insurance Advisor to join our BrokerLink team! As a Personal Insurance Advisor, you’ll build trusted relationships with clients and tailor coverage solutions to protect what matters most. You will play an essential role in serving the community and providing exceptional service to our customers, whether they visit in person or reach out by phone. If you’re customer-focused, detail-oriented, and passionate about simplifying insurance, we’d love to hear from you! PLEASE NOTE: If you do not already hold a General insurance license, you must be prepared to study for and pass the provincial insurance licensing exam. This on-site position is available in our Huntsville, ON (110 North Kinton Avenue) office. Your work schedule: 35 hours a week. Monday to Friday, 8:30am to 4:30pm 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: Preference will be given to candidates who hold a RIBO or OTL license and/or have insurance experience Previous customer service, sales and/or call center experience Strong customer focus Demonstrated ability to handle multiple priorities successfully Strong analytical and organizational skills Excellent verbal and written communication skills Exposure to Epic is an asset No Canadian work experience required however must be eligible to work in Canada #LI-Onsite 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!

The role involves managing ongoing client insurance needs, conducting needs assessments, and selling new policies to existing and new clients. Additionally, the advisor handles documentation for insurers, processes renewals, and participates in community marketing initiatives.

Candidates should have a strong customer focus and experience in sales or call centers, with a preference for those holding a RIBO or OTL license. Applicants must be eligible to work in Canada and be prepared to obtain a provincial insurance license if not already licensed.

• Incentive Plan • Commissions • Performance Incentives • Flexible Work Arrangements

• Service à la clientèleSouhaitée

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Customer Service
• Insurance Sales
• Needs Assessment
• Underwriting Knowledge
• Client Relationship Management
• Analytical Skills
• Organizational Skills
• Verbal Communication
• Written Communication
• Epic Software
• Policy Processing
• Account Receivables
• Outbound Calls
• Workplace Inclusivity
• Professionalism
• Workflow Management
• Accounts Receivable
• Underwriting
• Call Center Experience
• Communication
• Community Marketing
• Sales
• General Insurance
• Relationship Building
• Team Performance Management
• Customer Inquiries
• Detail Oriented

• Finance & Accounting
• Sales
• Customer Service & Support
• Personal Insurance Advisor
• Insurance Customer Service Representative
• Insurance Representatives
• Customer Service Representatives

Formation minimale

Diplôme professionnel

Expérience minimale

0+ ans

Langue de l’offre

anglais

Heures de travail

35 heures par semaine