Pursue your passion at BrokerLink as a Personal Insurance Advisor, championing client-focused insurance solutions. This role emphasizes relationship-building, policy sales, and tailored client support.
As a Personal Insurance Advisor, you will manage client portfolios, conducting needs assessments and delivering personalized recommendations. Key duties include processing renewals, quoting recent business through various outreach methods, and preparing policy documentation. You will also engage with underwriters and contribute to community initiatives, cultivating brand presence.
Key Responsibilities:
• Handle ongoing client inquiries and conduct assessments
• Sell new policies while retaining existing clients




• Prepare necessary documentation for clients and insurers
• Maintain current knowledge of underwriting rules
• Process accounts receivable and participate in training
Requirements:
• High School and/or Post-Secondary Education
• At least 1 year of Personal Insurance experience needed
• Robust focus on customer service and relationships
• Excellent verbal and written communication skills
• Robust analytical and multitasking abilities
Make your mark at BrokerLink, helping clients secure the best insurance coverage.
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📌 Personal Insurance Advisor Role At Brokerlink Clarence Rockland (Clarence-Rockland)
🏢 BrokerLink
📍 Clarence-Rockland