Join BrokerLink as a Personal Insurance Advisor, where you'll support clients with tailored insurance solutions. Engage with new and existing clients while processing inquiries and renewals.
As a Personal Insurance Advisor at BrokerLink, your role will involve advising clients on insurance matters and conducting needs assessments. You'll retain and expand the book of business, quoting new policies, and preparing necessary documentation. Your strong focus on customer service will enhance client experiences and foster lasting relationships.
Key Responsibilities:
• Advise clients on insurance needs and solutions
• Conduct outbound marketing initiatives for new clients
• Process account receivable activities as needed
• Collaborate with underwriters and adjusters on policy guidelines
• Participate in training initiatives for professional growth
Requirements:
• High School diploma or equivalent
• At least 1 year of experience in personal insurance
• Excellen...