We are looking for a Personal Insurance Advisor to join our growing team!
What You’ll Do Here
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
Qualifications
High School and/or Post‑Secondary Education
Minimum 1‑year experience in Personal Insurance (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
Benefits
Versatile work arrangements
Multiple perks to support physical and mental wellbeing, wellness account, and much more
Share plan & other savings
Employee Share Purchase Plan (ESPP) with company match on contributions
Group RRSP with company matching DPSP offerings
Salary: 47,100 – 57,500 (based on a 35‑hour workweek)
Commission & performance incentives: expected 10‑15% of salary (subject to personal and team performance)
We are an equal opportunity employer.
BrokerLink is committed to providing an accessible environment. Accommodations are available on request for candidates taking part in the selection process.
BrokerLink is committed to creating and maintaining an inclusive workplace which embraces our diversities and sees them as our strength! Join our team and make a difference!
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📌 Pi Advisor I Clarence Rockland (Clarence-Rockland)
🏢 BrokerLink
📍 Clarence-Rockland
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