Insurance Broker - Personal Lines

Collectivfide Insurance Brokers Inc.Brockville, ON
CA$45,000 - CA$50,000

About The Position

Working as part of a team, actively service, maintain, and help grow a personal lines book of business. Your focus will be to service an assigned book with the option to also earn additional commission for any new business sales you bring to W.C. Burgess. Manage all aspects of the customer life cycle from quote to renewal, endorsements, remarket and cancellations. Conduct detailed reviews of risk and underwriting information to ensure accuracy and optimal insurance solutions for your clients; they are looking to you to be their trusted advisor to make sure they have the right protection for their unique needs. Take new claim reports, help clients navigate through this process with empathy, and submit them to the insurance carrier. Diligent follow up on clients’ accounts to ensure outstanding activities are resolved.

Requirements

  • RIBO licensed.
  • Minimum 1 year Personal Lines Broker experience.
  • Proven track record servicing an assigned book of business.
  • Ability to remain current and develop expertise in assigned markets.
  • Openness to new market opportunities.

Nice To Haves

  • Working knowledge of PowerBroker & Applied Rating Services.

Responsibilities

  • Service, maintain, and help grow a personal lines book of business.
  • Earn additional commission for new business sales.
  • Manage all aspects of the customer life cycle (quote, renewal, endorsements, remarket, cancellations).
  • Conduct detailed reviews of risk and underwriting information.
  • Act as a trusted advisor to clients, ensuring they have the right protection.
  • Take new claim reports and assist clients through the claims process.
  • Submit claims to the insurance carrier.
  • Follow up on clients' accounts to resolve outstanding activities.

Benefits

  • Commitment to providing accommodations and achieving a barrier-free workplace for individuals with disabilities.
  • Support for accessibility needs during the recruitment process.
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