Personal Lines Insurance Broker

Collectivfide Insurance Brokers Inc.•Burlington, ON

2d•CA$45,000 - CA$65,000•Onsite

About The Position

Claremont Insurance Brokers is seeking an experienced Personal Lines Insurance Broker to join their family-owned brokerage on a full-time basis. This role involves managing client accounts, providing advice and coverage recommendations, collaborating with insurance markets, and identifying growth opportunities. The brokerage emphasizes building strong client relationships, fostering a supportive team environment, and offering opportunities for professional growth.

Requirements

An active RIBO license.
Previous experience working with a personal lines book of business in a brokerage setting.
Strong communication and relationship-management abilities.
A client-focused approach and the confidence to provide insurance advice and recommendations.
A good working knowledge of personal lines products and insurance fundamentals.
Strong organizational skills and the ability to prioritize competing deadlines.
A proactive approach to problem-solving and follow-through.
The ability to work independently while contributing positively to a team environment.

Nice To Haves

Applied EPIC experience is considered an asset.

Responsibilities

Managing and developing a portfolio of personal lines clients.
Building and maintaining trusted relationships with clients through responsive, knowledgeable service.
Handling new business, renewals, policy changes, endorsements, and quotations from start to finish.
Reviewing client and underwriting information and following up on missing or incomplete documentation.
Evaluating client needs and exposures and recommending appropriate insurance solutions.
Communicating with insurance companies and advocating for clients.
Reviewing existing accounts for opportunities to improve coverage, pricing, or overall client value.
Identifying additional insurance needs and generating opportunities through referrals, account reviews, cross-selling, and up-selling.
Shopping and remarketing accounts to find suitable coverage and competitive options.
Assisting clients with claims, including reporting new claims and providing guidance.
Following up on outstanding items and ensuring client accounts remain accurate and up to date.
Entering and maintaining policy information in carrier systems and Applied EPIC.
Keeping up to date with changes to insurer products, underwriting requirements, and the personal lines marketplace.
Working collaboratively with the broader team to provide a consistent and positive client experience.