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.