Personal Lines Insurance Broker

Collectivfide Insurance Brokers Inc.•Burlington, ON

4d•CA$45,000 - CA$65,000•Onsite

About The Position

Utter Morris Insurance Brokers is a mid-sized, family-owned brokerage in Burlington, Ontario, in business since 1927. We are currently seeking a full-time insurance broker for our Personal Lines department. In this role, you will act as a trusted advisor and advocate for our clients, managing renewals, assessing risks, recommending coverage, providing claims advice, and pursuing new business opportunities through referrals, cross-selling, and up-selling.

Requirements

Active RIBO license
Experience servicing a personal lines book of business within a brokerage environment
Strong relationship-building, communication, and client service skills
Ability to manage multiple priorities while maintaining accuracy and professionalism
Solid understanding of personal lines insurance products and underwriting fundamentals
Proactive, solutions-oriented mindset with strong attention to detail
Ability to work effectively both independently and as part of a team

Nice To Haves

Experience with Applied EPIC is an asset

Responsibilities

Provide prompt, professional, and knowledgeable service to personal lines clients, carriers, and internal team members.
Prepare and process quotes, new business, renewals, endorsements, and policy changes.
Review underwriting information and documentation to ensure accuracy and completeness.
Conduct detailed risk assessments and recommend appropriate coverage solutions tailored to client needs.
Act as the primary liaison between clients and insurance carriers.
Identify and act on cross-sell and up-sell opportunities when appropriate.
Remarket personal lines policies to ensure competitive coverage and pricing.
Take and submit new claim reports and support clients through the claims process with timely follow-up.
Maintain proactive oversight of client accounts, resolving outstanding items efficiently.
Ensure accurate data entry in carrier portals and the broker management system (Applied EPIC).
Stay current on carrier products, underwriting guidelines, and market changes.
Contribute to a positive, customer-first culture within the team.