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BrokerLink

Personal Insurance Advisor

BrokerLink

. Service ongoing client needs and advise on insurance matters .

Posted 10/16/2026full-timeGeorgetown • CanadaJunior💰 CA$47,100 - CA$57,500 per yearWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in personal insurance, including needs assessments, policy sales, and client retention. Proficient in communication and organizational skills to effectively manage client inquiries and maintain compliance with underwriting guidelines.

Highest-signal resume keywords
Personal Insurance ExperienceRIBO LicenseCustomer FocusAnalytical SkillsCommunication Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Needs AssessmentsPolicy SalesClient RetentionInsurance DocumentationPolicy ChangesAccounts Receivable ProcessingOutbound Call InitiativesRenewal ReviewUnderwriting GuidelinesInsurance Certificates
Soft Skills
Strong Customer FocusOrganizational SkillsAbility to Handle Multiple PrioritiesVerbal Communication SkillsWritten Communication Skills
Tools & Technologies
Epic
Certifications & Qualifications
RIBO License
Industry Keywords
InsuranceClient NeedsCommunity MarketingCare CallsInsurance PoliciesUnderwritersAdjustersClient ApplicationsRenewalsInsurance Solutions

About the role

Key responsibilities & impact
  • Service ongoing client needs and advise on insurance matters
  • Conduct needs assessments and recommend solutions
  • Answer inquiries, conduct care calls, and process renewals
  • Sell new policies and write new business for existing or new clients
  • Retain the existing book of business
  • Quote new business through outbound call initiatives and introductory letters
  • Receive walk-in clients
  • Contact underwriters and adjusters regarding guidelines and policies
  • Prepare insurer documentation and complete client applications
  • Issue insurance certificates and process policy changes
  • Review renewals
  • Keep current on underwriting rules and workflow processes
  • Participate in training initiatives
  • Participate in community marketing initiatives
  • Process accounts receivable activities
  • Provide guidance and assistance as requested

Requirements

What you’ll need
  • Minimum 1-year Personal Insurance experience preferred
  • Exposure to Epic is an asset
  • RIBO License is an asset
  • Strong customer focus
  • Demonstrated ability to handle multiple priorities successfully
  • Strong analytical and organizational skills
  • Excellent verbal and written communication skills
  • Candidates must be eligible to work in Canada from the anticipated start date and throughout employment
  • Candidates are solely responsible for maintaining work eligibility

Benefits

Comp & perks
  • Flexible work arrangements
  • Multiple benefits supporting physical and mental wellbeing
  • Wellness account
  • Share plan
  • Employee Share Purchase Plan (ESPP) with employer matching
  • Group RRSP with company matching DPSP offerings
  • Incentive programs
  • Commissions and performance incentives with expected payout potential of 10–15% of salary