Support insurance clients as a Personal Insurance Advisor at BrokerLink, handling applications, certificates, policy changes, and renewal documentation. Versatile work arrangements are available.
BrokerLink's growing team needs an advisor who can combine accurate policy administration with customer-driven service. The position includes client inquiries, needs assessments, recommendations, new-business quotes, and account receivable activities. You will also participate in training, community marketing, and guidance requested by the team.
Key Responsibilities:
- Answer inquiries and provide guidance and assistance
- Complete client applications and issue insurance certificates
- Process policy changes, renewals, and Account Receivable activities
- Participate in training and community marketing initiatives
- Receive walk-in clients and support outbound quoting initiatives
Requirements:
- High School or Post-Secondary Education
- Minimum one year of Personal Insurance experience preferred
- Exposure to Epic is an asset
- Demonstrated ability to manage multiple priorities
- Strong customer focus and communication skills
Apply policy administration, client service, organization, and insurance knowledge as a Personal Insurance Advisor with BrokerLink.