Job Description
BrokerLink is seeking a Personal Insurance Advisor to join our growing Account Managed Clients team. The role focuses on serving ongoing client needs, advising on insurance matters, and expanding the book of business. Responsibilities
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. 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. Process Account Receivable a...
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. 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. Process Account Receivable a...