Personal Insurance Advisor

Broker Link - Edmonton, AB (il y a 30+ jours)

Postuler dès maintenant

Primary Responsibilities :
Service on-going client needs, advise on insurance matters, conduct needs assessment, 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
Quoting 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 applications for clients, issue insurance certificates, process changes and review renewals
Keep current on underwriting rules and workflow processes
Actively participate in training initiatives
Participate in community marketing initiatives

Skills and Experience:
High School Diploma and/or Post-Secondary Education
Excellent customer services skills and adept in conflict resolution
Level 1 or 2 General Insurance license required
Demonstrated ability to handle multiple priorities successfully
Strong analytical and organizational skills
Excellent verbal and written communication skills

BrokerLink hours of work would be Monday to Friday 9 am to 5 pm with minimum of one (1) Saturday per month as required.