PI Advisor I (Ontario)

PI Advisor I (Ontario)

11 Aug
|
BrokerLink
|
Ontario

11 Aug

BrokerLink

Ontario

About The Role
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

Flexible 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 environment which embraces our diversities and sees them as our strength! Join our team and make a difference!

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📌 PI Advisor I (Ontario)
🏢 BrokerLink
📍 Ontario

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