Position Overview
Elevate your career with BrokerLink as a Personal Insurance Advisor on our Account Managed Clients team. Focus on serving client needs, advising on policies, and driving new business growth.
In this role, you will deliver exceptional service by advising clients on their insurance needs and conducting thorough assessments. You'll retain existing clients while actively working to expand the book of business. This position includes processing renewals and guiding clients through the complexities of insurance.
Key Responsibilities: • Service ongoing client needs and conduct assessments • Sell new policies to existing and new clients • Quote new business and handle inquiries through calls • Prepare applications, issue certificates, and review renewals • Contact Underwriters to discuss guidelines and policies
Requirements: • Minimum 1 year of personal insurance experience • Exposure to Epic insurance management system • Strong customer focus and organizational skil...