Personal Insurance Advisor in Okotoks

Become a Personal Insurance Advisor at BrokerLink in Okotoks, AB, focusing on client relationships and tailored insurance solutions. This full-time position emphasizes strong communication and customer service skills to support clients' needs.

BrokerLink is seeking a dedicated Personal Insurance Advisor for its Okotoks office. In this role, you will engage with clients directly through in-person visits or phone calls to guide them in making informed insurance decisions. You'll conduct needs assessments, recommend appropriate coverage, and process insurance renewals, while also actively participating in community marketing initiatives.

Key Responsibilities:
• Service client needs and advise on insurance matters
• Conduct needs assessments and recommend solutions
• Quote new business through outreach initiatives
• Prepare documentation for insurers and process renewals
• Participate in community marketing and training initiatives