New job at BrokerLink Insurance (via |

Personal Insurance Advisor

December 4 2019
Industries Bank, Insurance, Financial services
Categories Sales, Business Development, Bank, Insurance, Financial Services, Bank, Insurance, Financial services
Wetaskiwin, AB

We have an opening for an Insurance Advisor to join our Personal Insurance team working at our Wetaskiwin branch in Alberta.

Position Summary:

To provide front-line customer service of Personal Lines policies and taking responsibility for the service, retention and account development of existing clients, quoting and placing new business as required.

Primary Responsibilities:

  • Servicing on-going client needs, advising on insurance matters, conduct needs assessment, recommending solutions, answering inquiries, conduct retention calls and process renewals
  • Selling new policies/writing new business to existing or new clients, retaining existing book of business
  • Quoting new business through outbound call initiatives, introductory letters and receiving walk-in clients
  • Contacting Underwriters and Adjusters to discuss guidelines and policy
  • Preparing documentation for insurers, completing applications for clients, issuing insurance certificates, processing changes and reviewing renewals
  • Keeping current on underwriting rules and workflow processes
  • Actively participate in training initiatives
  • Participate in community marketing initiatives

Skills and Experience:

  • High School Diploma and/or Post-Secondary Education
  • 2+ years customer service experience (previous insurance experience preferred but not required)
  • Level 1/2 General Insurance license required
  • Exposure to EPIC is an asset
  • Proficient in MS Office – Word, Excel, Outlook
  • Excellent customer services skills and adept in conflict resolution
  • Demonstrated ability to handle multiple priorities successfully
  • Ability to thrive and be successful in a fast paced team environment
  • 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

At BrokerLink, we know there’s more to your decision about where you work than just the work itself. We know that helping our people achieve their career goals in a culture that offers growth and balance is what sets us apart. Our commitment to our employees is to offer workplace benefits that set the standard for them and their families. Along with a professional and fulfilling work environment, we provide competitive compensation, comprehensive benefit programs and a commitment to ongoing professional development.

Our values help guide us and our commitment to excel in all aspects of our business. Joining our team means you’ll have the opportunity to live our values.

Learn more about BrokerLink’s Living Our Values.

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!

Applicants must be permanently eligible to work in Canada upon hire. Proof of eligibility may be requested and may come in the form of a copy of a Canadian birth certificate, Canadian passport, Canadian citizenship certificate, permanent residence card or confirmation.

Apply now!