Join BrokerLink as a Personal Insurance Advisor, focusing on client service and policy sales. This on-site role is crucial for expanding our book of business and retaining clients.
As a Personal Insurance Advisor, you’ll engage with clients, providing tailored insurance solutions while conducting needs assessments. Your responsibilities will include selling new policies, processing renewals, and ensuring compliance with underwriting guidelines. Your ability to manage multiple priorities will be essential to your success.
Key Responsibilities:
• Advise clients on insurance matters and conduct assessments
• Sell policies to new and existing clients
• Process renewals and answer client inquiries
• Keep updated on underwriting rules and workflow
• Engage with Underwriters to clarify policies
Requirements:
• At least 1 year of personal insurance experience
• Familiarity with the Epic system is an asset
• Strong customer focus with analytical skills
• Exce...