Assess the client’s individual insurance needs and obtaining quotes from insurers
Use professional knowledge and expertise to assist clients in obtaining personal and/or commercial insurance
Treat all clients in a fair, professional, and friendly manner
Provide professional insurance advice and guidance on coverage options available in the marketplace
Ensure that available discounts the client qualifies for are applied
Respond to client inquiries promptly via telephone and/or email
Complete any client requests such as policy changes and handling payment requests
Gather any information requested by insurers and correspond with insurers
Act on clients’ behalf to ensure claims are handled quickly and fairly
Ensure all applicable insurance company portals and broker management systems are fully documented after every client interaction
Adhere to the RIBO Code of Conduct
Follow management instructions regarding file maintenance and other workflows
Comply with provincial licensing requirements relating to continuing education credits

RIBO license required
Minimum of 3 years of insurance industry experience
Strong communication skills, both written and verbal
Effective organization, time management, and multi-tasking skills
The ability to work in a fast paced environment
Other industry qualifications such as CIP and CAIB
Experience with Sig, Applied Rating Services, AS400, and other company portals an asset

Registered Insurance Broker

Key skills