Personal Insurance Advisor

BrokerLink • Milton, Ontario, Canada • 11h ago

Description :

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 2024

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 1-year Personal Insurance experience preferred
RIBO License preferred
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
Ability to pass a criminal background check and credit check

BrokerLink

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