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🥝 PI Advisor I

Brokerlink Inc. | town of bridgewater, Canada | Posted June 06, 2026

Job Description

We are looking for a Personal Insurance Advisor to join our growing team at BrokerLink.

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 initiatives.
  • Participate in community marketing initiatives.
  • Process Account Receivable activities.
  • Provide guidanc...

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