Personal Insurance Advisor Position at BrokerLink
Brokerlink Inc. • town of bridgewater, Canada
Role Description
Elevate your career as a Personal Insurance Advisor with BrokerLink, focusing on exceptional client service and insurance solutions. This role includes sales, renewals, and client communications.
You'll be tasked with serving ongoing client needs, advising on insurance matters, and ensuring clients receive tailored solutions. Key activities include processing renewals, quoting business through outreach, and preparing necessary documentation for insurers. Your expertise and commitment will play a crucial role in our team's success.
Key Responsibilities:
• Advise clients on personal insurance needs and policies
• Retain existing business and sell new policies
• Conduct care calls and process account activities
• Prepare necessary documentation for policy renewals
• Ensure adherence to underwriting guidelines and processes
Requirements:
• Minimum of 1-year personal insurance experience
• High school or further education preferred
• Strong organizational an...
You'll be tasked with serving ongoing client needs, advising on insurance matters, and ensuring clients receive tailored solutions. Key activities include processing renewals, quoting business through outreach, and preparing necessary documentation for insurers. Your expertise and commitment will play a crucial role in our team's success.
Key Responsibilities:
• Advise clients on personal insurance needs and policies
• Retain existing business and sell new policies
• Conduct care calls and process account activities
• Prepare necessary documentation for policy renewals
• Ensure adherence to underwriting guidelines and processes
Requirements:
• Minimum of 1-year personal insurance experience
• High school or further education preferred
• Strong organizational an...