Personal Insurance Advisor at BrokerLink (Bridgewater)

Personal Insurance Advisor at BrokerLink (Bridgewater)

18 Oct
|
BrokerLink
|
Bridgewater

18 Oct

BrokerLink

Bridgewater

Elevate your career with BrokerLink as a Personal Insurance Advisor, offering top-notch service to clients. Join our team and contribute to a culture rooted in respect and integrity. We are seeking a skilled Personal Insurance Advisor to enhance our client offerings.

This role requires you to manage ongoing client needs, provide informed advice, and conduct needs assessments. You'll also be responsible for selling new policies while retaining existing business, all within a supportive and flexible work environment. Key Responsibilities:

- Advise clients on insurance matters and solutions
- Conduct needs assessments and renewals for existing clients
- Write current policies and retain existing book of business
- Engage in community marketing initiatives
- Ensure prompt processing of account receivable activities Requirements:
- Minimum 1-year personal insurance experience
- High School and/or Post-Secondary Education
- Strong customer focus and communication skills
- Ability to manage multiple priorities effectively
- Exposure to Epic is a plus Bring your expertise to BrokerLink and help us keep our clients protected!

📌 Personal Insurance Advisor at BrokerLink (Bridgewater)
🏢 BrokerLink
📍 Bridgewater

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