Personal Lines Insurance Broker

Collectivfide Insurance Brokers Inc.•Mississauga, ON

3d•CA$45,000 - CA$650,000•Onsite

About The Position

At Utter Morris Insurance Brokers, we believe insurance is ultimately about people. We’ve been part of the Burlington community for nearly a century, and since 1927, our family-owned brokerage has built its reputation on strong relationships, personal service, and doing right by our clients. We’re a mid-sized brokerage with a close-knit team. We take our work seriously, support each other, and make sure there’s time to enjoy the people we work with and celebrate our successes. We’re looking for a full-time Personal Lines Insurance Broker to join our team. This is a client-facing role for someone who enjoys building relationships, providing thoughtful insurance advice, and taking ownership of their accounts.

Requirements

An active RIBO license
Previous personal lines brokerage experience and familiarity with managing a book of business
Strong verbal and written communication skills
A natural ability to build and maintain client relationships
Knowledge of personal lines insurance products and basic underwriting principles
Excellent organization and attention to detail
The ability to manage changing priorities and deadlines
A proactive approach to finding solutions and following through
The ability to work independently while being a supportive member of the team

Nice To Haves

Experience with Applied EPIC is an asset

Responsibilities

Managing a portfolio of personal lines clients and providing responsive, knowledgeable service
Preparing quotes and handling new business, renewals, endorsements, policy changes, and other account activity
Reviewing client information and underwriting documentation for accuracy and completeness
Assessing client risks and recommending coverage that fits their individual needs
Working directly with insurance carriers and advocating for clients when issues arise
Reviewing accounts and identifying opportunities for additional coverage or improved solutions
Generating new business through referrals, existing client relationships, cross-selling, and up-selling
Remarketing accounts when appropriate to ensure clients have competitive coverage and pricing
Reporting claims and helping clients navigate the claims process from start to finish
Following up on outstanding requests and keeping accounts organized and current
Maintaining accurate information in carrier portals and Applied EPIC
Developing strong working relationships with our insurance markets
Keeping informed about changes to products, underwriting requirements, and the insurance marketplace
Working with colleagues to create a consistent and positive client experience