BrokerLink is seeking a Personal Insurance Advisor for our Niagara Falls office in Southern Ontario on a permanent full‑time basis.
What The Role Entails
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 and 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