PI Advisor II (Sydney)

BrokerLink

📍 sydney, cape breton regional municipality, Canada

Full-time Other-General

Job Description

About the role

BrokerLink is looking for an experienced Personal Insurance Advisor to work in the Sydney, NS office on a permanent full‑time basis and join our growing team. Candidates must hold an insurance license.

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 initiative...
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