Personal Lines Insurance Broker

Aon Corporation•Toronto, ON

17h•Hybrid

About The Position

The Personal Lines Insurance Broker role involves communicating with clients via phone and email, providing insurance advice on prices, coverage, and opportunities, and staying updated on market changes. The broker will advise on and process client requests in insurer portals and the BMS, ensuring accuracy and client satisfaction. This role also supports initiatives to increase sales and retention, upsells or cross-sells products/services, and builds relationships with clients, colleagues, underwriters, and industry professionals. The position operates in a fast-paced environment with specific targets and is part of an industry-leading team, reporting to the Team Leader of Commercial Risk Solutions.

Requirements

Applicants must be legally authorized to work in Canada.
Valid provincial license is a requirement
2+ years’ experience in Home and Auto Personal Lines insurance with proven customer service success preferred
Demonstrated ability to manage time effectively and prioritize requests while maintaining a positive attitude
High level of organization, efficiency, and attention to detail
Excellent interpersonal and communication skills, both verbal and written
Proven ability to develop and deepen relationships with clients, colleagues, and insurer partners

Nice To Haves

Post-secondary diploma or degree or a combination of education and equivalent years is a definite asset
Relevant certifications such as CIP and CAIB are assets
License for other provinces or open to take them is preferred

Responsibilities

Communicate with clients via incoming phone queue, outgoing phone requests, and email in an efficient and positive manner
Provide knowledgeable insurance advice to clients on current prices, coverage, and opportunities
Stay up to date with insurer market change and follow all insurer and Aon workflows to ensure accuracy and minimize E&O exposure
Advise and process client requests in insurer portals and our BMS ensuring all underwriting criteria is correct and the client informed to ensure mutually agreeable outcome
Help drive results by supporting and implementing initiatives that will increase sales and retention opportunities within the Personal Lines team
Upsell or cross-sell products/service to existing clients or new business prospects
Build relationships with prospective clients, colleagues, underwriters, and industry professionals