Serve Toronto clients as a Personal Insurance Advisor using needs assessment, policy service, and customer-focused communication. This permanent full-time position is office-based.
BrokerLink seeks a Personal Insurance Advisor for its Toronto, Ontario office. You will advise clients on insurance matters, recommend solutions, sell policies, and retain existing business. The work includes renewals, documentation, underwriting contacts, and account receivable activities.
Key Responsibilities:
- Service ongoing client needs and answer insurance inquiries
- Conduct needs assessments, care calls, and policy renewals
- Sell new policies and retain existing business
- Prepare insurer documentation and issue insurance certificates
- Process changes, receivables, and renewal reviews
Requirements:
- Minimum one year of Personal Insurance experience preferred
- RIBO License is an asset
- Exposure to Epic is an asset
- Strong customer focus and communication skills
- Analytical, organizational, and prioritization abilities
Bring insurance advisory, policy servicing, and customer communication skills to BrokerLink's Toronto team as a Personal Insurance Advisor.
Personal Insurance Advisor Toronto employer: BrokerLink
At BrokerLink, we pride ourselves on being an excellent employer that fosters a culture of innovation and collaboration. As a Senior Solutions Architect, you'll enjoy a supportive work environment that encourages professional growth and development, with access to cutting-edge technologies like Databricks and Microsoft Azure. Our commitment to employee well-being and career advancement makes BrokerLink a rewarding place to shape the future of technology in the insurance sector.
