Brokerlink
Personal Insurance Advisor in Cochrane
Job Description
Elevate your career as a Personal Insurance Advisor with BrokerLink in Cochrane, AB. This full-time role focuses on providing top-notch customer service in insurance solutions.
At BrokerLink, we’re seeking a professional Personal Insurance Advisor dedicated to client needs and insurance advice. This position involves servicing ongoing client requirements, conducting needs assessments, and selling new policies to both existing and new clients. You'll be actively involved in community marketing initiatives while ensuring compliance with underwriting rules and effective account management.
Key Responsibilities:
• Service client needs and conduct thorough insurance assessments
• Sell and retain insurance policies for a diverse clientele
• Prepare documentation for insurers and issue policy certificates
• Maintain strong communication with underwriters and adjusters
• Participate in community marketing and training initiatives
At BrokerLink, we’re seeking a professional Personal Insurance Advisor dedicated to client needs and insurance advice. This position involves servicing ongoing client requirements, conducting needs assessments, and selling new policies to both existing and new clients. You'll be actively involved in community marketing initiatives while ensuring compliance with underwriting rules and effective account management.
Key Responsibilities:
• Service client needs and conduct thorough insurance assessments
• Sell and retain insurance policies for a diverse clientele
• Prepare documentation for insurers and issue policy certificates
• Maintain strong communication with underwriters and adjusters
• Participate in community marketing and training initiatives