Personal Insurance Advisor

Personal Insurance Advisor

Join to apply for the Personal Insurance Advisor role at Broker Link
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Being a part of Broker Link means you live our values: to act with integrity, be respectful of others, have a customer‑driven mindset, strive for excellence, and always treat others with generosity.
These values drive our diversity and inclusion efforts to ensure a respectful and inclusive work environment.

• 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
• 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 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
• Process Accounts Receivable activities
• Provide guidance and assistance as requested

• High School and/or Post‑Secondary Education
• Minimum 1‑year Personal Insurance experience 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 communication skills
• Ability to pass a credit and criminal background check

Seniority Level: Entry level

Employment Type:

Full‑time

Job Function:
Sales and Business Development

Industries:
Insurance

We thank all applicants for their interest, but only those selected for an interview will be contacted.

Broker Link is an equal opportunity employer.

Broker Link is committed to providing an accessible environment. Accommodations are available on request for candidates taking part in the selection process.

Broker Link is committed to creating and maintaining an inclusive environment that embraces our diversities and sees them as our strength. Join our team and make a difference!

Broker Link does not provide sponsorship or other support for immigration‑related matters including but not limited to employer‑specific closed work permits. Candidates must be eligible to work in Canada from the anticipated start date and throughout their employment and are solely responsible for maintaining their work eligibility.