Assessing the client’s individual insurance needs (exposure identification) and obtaining quotes from insurers
Using professional knowledge and expertise to assist clients in obtaining personal and/or commercial insurance based on assessed needs
Treating all clients in a fair, professional and friendly manner
Provide professional insurance advice and guidance, including, but not limited to, advising on coverage options available in the marketplace
Quote personal lines new business opportunities via inbound calls, email inquiries and referrals
Provide prompt and efficient customer service to your book of business during the first term of the policy
Active in front-line underwriting to ensure risk meets internal and insurance company guidelines
Proactively work prospect list
Cross selling and upselling policies
Ensure proper coverage is provided based on client’s needs
Detailed documentation in broker management and insurance company portals
Ensuring all applicable insurance company portals, as well as the broker management system, are fully documented after every client interaction
Adhere to, without exception and at all times, the RIBO Code of Conduct
Follow and adhere to instructions given by management, in particular file maintenance, collection of premiums, binding authority and workflow instructions
Be in compliance with any and all provincial licensing requirements at all times, in particular those relating to continuing education credits

Registered Insurance Broker – Sales

Key skills