Support BrokerLink customers through insurance advice, renewals, and policy service. This full-time Lloydminster position emphasizes communication, organization, and customer care.
The Personal Insurance Advisor services ongoing client needs, answers inquiries, and conducts care calls. You will complete needs assessments, recommend solutions, process renewals, and provide guidance when requested. The position also involves maintaining underwriting knowledge, handling multiple priorities, and participating in training initiatives.
Key Responsibilities:
- Answer inquiries and conduct client care calls
- Process renewals, policy changes, and insurance certificates
- Review underwriting rules and workflow processes
- Provide guidance and assistance as requested
- Participate actively in training initiatives
Requirements:
- High School or Post-Secondary Education
- Personal Insurance experience of at least one year preferred
- Solid customer focus and organizational skills
- Ability to manage multiple priorities successfully
- Excellent verbal and written communication skills
Use your insurance service, analytical ability, and communication skills to help BrokerLink clients manage their personal coverage.