Brokerlink Inc.
BrokerLink Personal Insurance Advisor Role
Job Description
Join BrokerLink as a Personal Insurance Advisor in Iroquois Falls, Ontario. This full-time position prioritizes customer engagement and insurance expertise for client satisfaction.
You will service clients by conducting thorough needs assessments while providing tailored insurance recommendations. Selling new policies and maintaining client relationships is essential in this role. Additionally, you’ll process renewals, collaborate with underwriters, and participate in marketing efforts within the community.
Key Responsibilities:
• Service ongoing client needs and conduct care calls
• Quote and sell new insurance policies
• Prepare documentation and manage policy applications
• Engage with underwriters regarding insurance guidelines
• Actively participate in team training initiatives
Requirements:
• At least 1 year of personal insurance experience preferred
• Exposure to Epic software is beneficial
• ...
You will service clients by conducting thorough needs assessments while providing tailored insurance recommendations. Selling new policies and maintaining client relationships is essential in this role. Additionally, you’ll process renewals, collaborate with underwriters, and participate in marketing efforts within the community.
Key Responsibilities:
• Service ongoing client needs and conduct care calls
• Quote and sell new insurance policies
• Prepare documentation and manage policy applications
• Engage with underwriters regarding insurance guidelines
• Actively participate in team training initiatives
Requirements:
• At least 1 year of personal insurance experience preferred
• Exposure to Epic software is beneficial
• ...