Personal Insurance Advisor (Experienced)
Job Category: Personal and Commercial Insurance
Requisition Number: PERSO005654
Posted: August 27, 2024
Full-Time
Locations
Showing 1 location
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 are looking for a Personal Insurance Advisor (Experienced) to join BrokerLink and work out of our Amherst, NS office on a Permanent (FT) basis.
As part of our employee promise, here are some of the many perks of working with us:
- Flexible health and dental insurance benefits package
- Personal Spending amount to invest in your healthy lifestyle
- RRSP - Registered Retirement Savings Plan with Company matching
- ESPP - Employee Share Purchase Plan (TSX:IFC) program with matching aspect
- ‘Dress for your day’, dress according to your daily schedule
- Competitive compensation package with bonus aspect
- Employee discount program, including Apple, Bell, Rogers and more!
- Paid Time Off in the form of: Personal days, Volunteer days, Exam/Study Time, Jury Duty and starting at 3 weeks of vacation per year!
- Working for an employer who is regularly recognized as one of Canada’s best employers such as Kincentric 2023
What the Role Entails
- 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
The Successful candidate will have:
- High School and or Post-Secondary Education
- Minimum of 3 years Personal Insurance experience preferred
- A valid insurance license for the Province of Nova Scotia or willing to obtain same
- Exposure to Epic is an asset
- Demonstrated ability to handle multiple priorities successfully
- Strong analytical and organizational skills
- Excellent verbal and written communication skills
We thank all applicants for their interest, but only those selected for an interview will be contacted.
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!
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!
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