Personal Insurance Advisor (Sundre)

Being a part of BrokerLink 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. Employee Perks - Flexible health and dental insurance benefits package - Personal Spending amount to invest in your healthy lifestyle - RRSP – Registered Retirement Savings Plan with company matching - ESPP – Employee Share Purchase Plan (TSX:IFC) with matching - ‘Dress for your day’ – dress according to your daily schedule - Competitive compensation package with bonus component - Employee discount program (Apple, Bell, Rogers, and more!) - Paid Time Off: personal days, volunteer days, exam/study time, jury duty, and a minimum of 3 weeks of vacation per year - Recognition as one of Canada’s best employers (Kincentric 2024) What the Role Entails - Service ongoing 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 - Contact Underwriters and Adjusters to discuss guidelines and policy - Prepare documentation for insurers, complete applications, issue certificates, process changes and review renewals - Keep current on underwriting rules and workflow processes - Actively participate in training initiatives - Participate in community marketing initiatives Successful Candidate Profile - High School and/or Post‑Secondary Education - Previous insurance sales experience preferred but not required - Level 1 General license or willingness to obtain - Experience with Epic is an asset - Solid customer focus - Demonstrated ability to handle multiple priorities successfully - Robust analytical and organizational skills - Excellent verbal and written communication skills - Ability to pass a criminal background check and credit check - Equivalence of required skills is acceptable EEO Statement: BrokerLink is committed to providing an accessible environment. Accommodations are available on request for candidates taking part in the selection process. Apply on Kit Job: kitjob.ca/job/2pnh3l