Personal Insurance Advisor in Whitecourt

Join BrokerLink as a Personal Insurance Advisor in Whitecourt, AB. This permanent full-time role involves advising clients, selling policies, and meeting customer needs effectively.

As a Personal Insurance Advisor, you will engage continuously with clients to provide exceptional service and expert advice on insurance solutions. Your responsibilities include conducting needs assessments, recommending policies, and handling renewals while maintaining a strong focus on customer satisfaction. You will also participate in training initiatives and local marketing efforts to drive the business forward.

Key Responsibilities

• Service ongoing client needs and advise on insurance matters
• Sell current policies to clients and retain existing accounts
• Prepare documentation for insurers and issue certificates
• Conduct care calls and process policy renewals
• Stay current on underwriting guidelines and procedures