Personal Insurance Advisor

BrokerLink · alton, on, Canada

Location
alton
Job Type
Full-time
Posted
June 06, 2026

Job Description

About The Role

We are looking for a Personal Insurance Advisor to join our growing team!

What You’ll Do Here

  • 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
  • Pr...

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