Key skills
Communication
About this role
Role Overview
- Advise new and existing clients on personal lines coverage, including habitational, automobile, and travel insurance
- Quote, bind, and process new policies and endorsements accurately and in a timely manner
- Conduct renewals and proactively reach out to clients to review their coverage as their needs change
- Identify gaps in coverage and recommend appropriate solutions, including bundling opportunities
- Handle client inquiries, policy changes, and coverage questions with professionalism and efficiency
- Maintain accurate client records and documentation in the broker management system
- Work collaboratively with your team and escalate complex or high-risk files appropriately
- Stay current on product knowledge, carrier appetite, and industry changes
Requirements
- Active Level 1 General Insurance License or willingness to obtain is required
- Experienced candidates will bring 1-2+ years in personal lines (home, auto, travel); candidates newer to the industry are encouraged to apply if they have a strong service background and are committed to building their insurance career
- Solid working knowledge of personal lines products and coverage fundamentals
- Strong attention to detail with the ability to manage multiple client files simultaneously without errors
- Clear, confident communication skills: you can explain coverage in plain language and handle a difficult conversation with professionalism
- Experience with a broker management system (Applied Epic or similar) is an asset
- Comfortable working in a high-volume, client-driven environment where priorities shift throughout the day
Benefits
- Excellent compensation, benefits, RRSP match, referral incentives, and company perks
- Work flexibility
- Paid educational training and vast learning opportunities
- Room for advancement and growth within the organization
- Paid day off for your birthday–we want to celebrate you!