Personal Insurance Advisor Client Service (Canada)

Personal Insurance Advisor Client Service (Canada)

26 Oct
|
BrokerLink
|
Canada

26 Oct

BrokerLink

Canada

Customer-focused Personal Insurance Advisor work with BrokerLink, serving clients through insurance advice, needs assessments, renewals, and policy solutions. Flexible work arrangements are available.

BrokerLink seeks a Personal Insurance Advisor for its growing team. You will service ongoing client needs, sell new policies, and retain existing business. The work includes quoting, documentation, renewals, and communication with Underwriters and Adjusters. Strong customer focus, organization, and communication are central to this opportunity.

Key Responsibilities:

- Service ongoing client needs and advise on insurance matters
- Conduct needs assessments and recommend appropriate insurance solutions
- Sell recent policies and retain existing business




- Quote new business through outbound calls and walk-ins
- Prepare applications, certificates, changes, and renewal documentation

Requirements:

- High School or Post-Secondary Education
- Minimum one year of Personal Insurance experience preferred
- Exposure to Epic is an asset
- Strong customer focus and analytical skills
- Excellent verbal and written communication skills

Bring customer service, insurance advice, organizational ability, and communication skills to BrokerLink’s Personal Insurance Advisor team.

📌 Personal Insurance Advisor Client Service (Canada)
🏢 BrokerLink
📍 Canada

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