07 Nov
|
Brokerlink
|
Lloydminster
07 Nov
Brokerlink
Lloydminster
Personal Lines Insurance Advisors at BrokerLink manage client accounts, write new business, process renewals, and apply strong analytical and organizational skills.
This role combines insurance advising with account administration and business retention. You will prepare insurer documentation, issue certificates, process changes, complete Account Receivable activities, and keep current on underwriting rules. The position also includes training, community marketing, and communication with clients and insurance partners.
Key Responsibilities
- Retain existing business and sell recent policies
- Process changes, renewals, applications, and certificates
- Complete Account Receivable activities for client accounts
- Maintain current knowledge of underwriting rules
- Participate in training and community marketing initiatives
Requirements:
- High School or Post-Secondary Education
- Minimum one year Personal Insurance experience preferred
- Exposure to Epic is an asset
- Strong analytical and organizational skills
- Ability to handle multiple priorities successfully
Apply your Personal Insurance experience, account management skills, and analytical approach to client service at BrokerLink.
📌 Personal Lines Insurance Advisor (Lloydminster)
🏢 Brokerlink
📍 Lloydminster