Personal Insurance Advisor

BrokerLink Insurance
Hanna, AB
Full time

In this position you will be responsible to service on-going client needs, advise on insurance matters, conduct needs assessments recommend solutions, answer inquiries, conduct care calls and process renewals, sell new policies/write new business to existing or new clients, retain existing book of business, quote new business through outbound call initiatives,  introductory letters and receive walk-in clients, contact Underwriters and Adjusters to discuss guidelines and policy, prepare documentation for insurers, complete application for clients, issue insurance certificates, process changes and  review renewals, keep current on underwriting rules and workflow processes, actively participate in training initiatives and participate in community marketing initiatives.  


Requirements  include:

·          High School and/or Post-Secondary Education

·          Minimum of 2 years sales experience (previous insurance sales experience preferred but not required)

·          Level 1 General license is preferred

·          Exposure to Epic is an asset

·          Strong customer focus

·          Demonstrated ability to handle multiple priorities successfully

·          Strong analytical and organizational skills

·          Excellent verbal and written communications skills

·          Ability to pass a criminal background check and credit check


Apply Online