Client-Focused Insurance Advisor
Brokerlink Inc. • stony plain, ab • Posted May 27, 2026
About the Role
Support clients effectively as a Client-Focused Insurance Advisor. Provide personalized insurance advice while excelling in customer service in a full-time role.
You will handle ongoing client inquiries, conduct needs assessments, and recommend insurance solutions. Key responsibilities include selling new policies, processing renewals, and maintaining relationships within your book of business. Engaging in community marketing and staying current on industry trends will also be vital to your success.
Key Responsibilities:
• Advise clients and recommend tailored insurance policy solutions
• Sell new policies and manage existing accounts
• Prepare documentation and applications for clients
• Liaise with underwriters on guidelines and policies
• Engage in community initiatives and ongoing training
Requirements:
• 2+ years of sales experience; insurance experience preferred
• High School or Post-Secondary Educa...
You will handle ongoing client inquiries, conduct needs assessments, and recommend insurance solutions. Key responsibilities include selling new policies, processing renewals, and maintaining relationships within your book of business. Engaging in community marketing and staying current on industry trends will also be vital to your success.
Key Responsibilities:
• Advise clients and recommend tailored insurance policy solutions
• Sell new policies and manage existing accounts
• Prepare documentation and applications for clients
• Liaise with underwriters on guidelines and policies
• Engage in community initiatives and ongoing training
Requirements:
• 2+ years of sales experience; insurance experience preferred
• High School or Post-Secondary Educa...