Personal Insurance Sales Advisor

Job summary

The Personal Insurance Advisor is responsible for selling new insurance policies and retaining the existing book of business through outbound calls and client interactions. They will also prepare documentation, coordinate with underwriters, and manage account receivable activities.

Job details

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! Pay at BrokerLink is about much more than just salary. - Flexible work arrangements - Multiple benefits offered to support physical and mental wellbeing, Wellness account and much more - Share plan & other savings Salary range (but not limited to): 47,100 - 57,500 Incentive plan Commissions & other performance incentives: Expected, but not limited payout potential of 10-15% of salary (subject to personal and team performance) As part of our commitment to Win As A Team, we share our success with employees through our incentive programs and Employee Share Purchase Plan (ESPP) – with BrokerLink matching a portion of your contributions. Our Group RRSP, with company matching DPSP offerings provide flexibility and long-term security for our employees beyond their careers. 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. About the role We are looking for a Personal Insurance Advisor to join our sales team on a Permanent Full-Time basis! Working locations include: Oakville, ON Newmarket, ON Markham, ON What you’ll do here: 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 Conduct outbound calls to warm leads to identify sales opportunities and build client relationships Contact Underwriters and Adjusters to discuss guidelines and policy Prepare documentation for insurers, complete applications for clients, and issue insurance certificates. 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: 1 - 3 years of sales experience is required for this position Ability to work a regular schedule of 12:00 p.m. to 8:00 p.m. Minimum 1-year Personal Insurance experience preferred RIBO License is an asset Exposure to Epic is an asset Demonstrated ability to handle multiple priorities successfully Strong analytical and organizational skills Excellent verbal and written communication skills #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!

What you’ll do

The Personal Insurance Advisor is responsible for selling new insurance policies and retaining the existing book of business through outbound calls and client interactions. They will also prepare documentation, coordinate with underwriters, and manage account receivable activities.

Requirements

Candidates must have 1-3 years of sales experience and the ability to work a 12:00 p.m. to 8:00 p.m. schedule. A RIBO license and experience with personal insurance are preferred qualifications for this role.

Benefits

• Flexible work arrangements
• Wellness account
• Share plan
• Employee share purchase plan
• Group RRSP
• DPSP
• Performance incentives

Listed skills

• Sales · Preferred
• Customer service · Preferred
• Relationship Building · Preferred
• Documentation · Preferred
• written communication · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Sales
• Customer service
• Insurance sales
• Outbound calling
• Relationship building
• Underwriting
• Documentation
• Analytical skills
• Organizational skills
• Verbal communication
• Written communication
• Epic software
• Outbound Calls
• Workplace Inclusivity
• Professionalism
• Workflow Management
• Organizational Skills
• Accounts Receivable
• Customer Service
• Communication
• Community Marketing
• Customer Relationship Building
• Purchasing
• Team Performance Management

Job areas

• Sales
• Customer Service & Support
• Finance & Accounting
• Personal Insurance Advisor
• Sales Advisor
• Commercial Sales Representatives
• Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel

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