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7 Mar 2019

Full-Time Insurance Advisor

Canada Brokerlink (Ontario) Inc. – Posted by Gladis Anywhere

Job Description

We have an opening for an Insurance Advisor to join our Personal Insurance Department at our branch office in Woodbridge, Ontario.

Position Summary:

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

Primary Responsibilities:

  • 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 receiving walk-in clients
  • Contact Underwriters and Adjusters to discuss guidelines and policy
  • Prepare documentation for insurers, completing 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

Skills and Experience:

  • High School and/or Post-Secondary Education
  • Minimum of 2 years sales experience (previous insurance sales experience preferred but not required)
  • RIBO License is mandatory
  • 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

How to Apply

If this opportunity interests you, please email your updated resume to Gladis Prabakaran (gprabakaran@brokerlink.ca).

Job Categories: Insurance. Job Types: Full-Time. Job Tags: M5E 1G6.

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