PI Advisor I (Alberta)

PI Advisor I (Alberta)

11 Aug
|
Brokerlink
|
Alberta

11 Aug

Brokerlink

Alberta

Being a part of BrokerLink means you live our values: to act with integrity, be respectful of others, have a customer‑driven mindset, strive for excellence and always treat others with generosity. These values guide our diversity and inclusion efforts to ensure a respectful and inclusive work environment.
Benefits Flexible work arrangements
Multiple benefits supporting physical and mental wellbeing, including a Wellness account
Share plan and Employee Share Purchase Plan (ESPP)
Group RRSP with company matching and DPSP offerings for long‑term security
Salary range (based on a 35‑hour workweek): C$44,700 – C$54,700
Incentive plan with commissions and other performance incentives (expected payout 10–15% of salary, subject to personal and team performance)
About the role We are looking for a Personal Insurance Advisor to join our growing team and support our clients in Canada.
Responsibilities Serve on‑going client needs, advise on insurance matters, conduct needs assessments, recommend solutions and answer inquiries
Conduct care calls and process renewals
Sell new policies/write new business to existing or current clients and retain existing book of business
Quote new business through outbound call initiatives, introductory letters and walk‑in clients
Contact Underwriters and Adjusters to discuss guidelines and policies
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, community marketing initiatives, and Account Receivable processes
Provide guidance and assistance as requested
Qualifications High School and/or Post‑Secondary Education
Minimum 1‑year Personal Insurance experience 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
Equal Opportunity Employer BrokerLink is an equal opportunity employer. BrokerLink is committed to providing an accessible environment and accommodations are available on request for candidates taking part in the selection process. BrokerLink is committed to creating and maintaining an inclusive environment that embraces our diversities and sees them as our strength. We do not provide sponsorship or other support for immigration‑related matters. Candidates must be eligible to work in Canada from the anticipated start date and throughout their employment and are solely responsible for maintaining their work eligibility.

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📌 PI Advisor I (Alberta)
🏢 Brokerlink
📍 Alberta

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