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BrokerLink

Personal Insurance Advisor

Cobourg, ON, Canada

Full-time

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Applications open in a new tab.

Job details

Job type: Full-time
Posting language: English
Posted: Oct 27, 2026

Original job description

Being a part of BrokerLink, means you live our values: to act with integrity, be respectful of others, have a customer-driven mindset, strive for excellence and always treat others with generosity. These values drive our diversity and inclusion efforts to ensure a respectful and inclusive work environment is present.

We want like-minded individuals who want to provide the highest level of customer service, who carry themselves with utmost professionalism.

We want to invest in you! Your success is our success and our purpose of “we’re here to help people” is what motivates us to keep the amazing talent we attract, for a long time. We want to bring out the best of all our team members! Offering countless opportunities to grow and an environment which values our most important assets, you, our team members. We have over 200 offices across Canada, ask us about our flexible work arrangements!

Pay at BrokerLink is about much more than just salary.

Flexible work arrangements

- Multiple benefits offered to support physical and mental wellbeing, Wellness account and much more

Share plan & other savings

Salary range (but not limited to):

54,900 - 67,100

Incentive plan

Commissions & other performance incentives: Expected, but not limited payout potential of 10-15% of salary (subject to personal and team performance)

As part of our commitment to Win As A Team, we share our success with employees through our incentive programs and Employee Share Purchase Plan (ESPP) – with BrokerLink matching a portion of your contributions.

Our Group RRSP, with company matching DPSP offerings provide flexibility and long-term security for our employees beyond their careers.

Salary for the candidate will be determined taking into consideration a number of factors including: experience, skills, qualifications, anticipated contribution to role, internal equity, location etc. The salary range presented below is based on a 35-hour workweek and would represent a majority of different candidate profiles. However, we encourage candidates who may fall outside of this range to apply as well.

About the role

We are looking for a Personal Insurance Advisor to work in our Cobourg office on a permanent full-time basis and join our growing team!

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 guidance and assistance as requested

What you bring to the table:

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

This role is a new member of our growing team.

We are an equal opportunity employer

BrokerLink is committed to providing an accessible environment. Accommodations are available on request for candidates taking part in the selection process.

BrokerLink is committed to creating and maintaining an inclusive environment which embraces our diversities and sees them as our strength! We want to foster a workplace that makes all our team members and customers feel welcome and appreciated.

Discover more about BrokerLink! Visit our new dedicated Webpage.

Please note that BrokerLink does not provide sponsorship or other support for immigration-related matters including but not limited to employer-specific closed work permits. Candidates must be eligible to work in Canada from the anticipated start date and throughout their employment and are solely responsible for maintaining their work eligibility.

At BrokerLink, we value diversity and are committed to creating an inclusive workplace that inspires each of us to be the best we can be. Join our team and make a difference!

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More about this job

Responsibilities

The Personal Insurance Advisor will service ongoing client needs, conduct needs assessments, and recommend insurance solutions. They are also responsible for selling new policies, retaining existing business, and processing renewals while maintaining current underwriting knowledge.

Requirements

Candidates should have at least one year of personal insurance experience and strong customer service skills. Possession of a RIBO license and familiarity with Epic software are considered significant assets for this role.

Skills

Personal insurance
Customer service
Sales
Needs assessment
Policy renewals
Underwriting
Documentation
Analytical skills
Organizational skills
Communication skills
Epic software
RIBO license

Benefits

Flexible work arrangements
Wellness account
Share plan
Employee share purchase plan
Group RRSP
DPSP
Health and wellbeing benefits

Visa sponsorship

Not detected in the job text

Keywords

Personal Insurance
Insurance Advisor
BrokerLink
RIBO License
Epic
Underwriting
Policy Renewals
Customer Service
Sales
Account Receivable
Group RRSP
DPSP
ESPP
Insurance Certificates
Needs Assessment
Client Retention

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