RIBO licensed Insurance Personal Lines Insurance Broker $64,000 Base ++

Mississauga, ON

We are an insurance and financial services brokerage located in Toronto, ON. We pride ourselves on focusing solely of doing what’s right for our clients, using a comprehensive and coordinated approach to insurance.

We are looking for a Personal Lines Insurance Broker to join our growing team. This is a great opportunity for a client-centered professional, who holds themselves to the highest standards and aligns their success with that of the customer.

Position Summary:

The Personal Lines Insurance Broker is responsible for retaining the existing book of business and also growing it in accordance with the Company’s culture of excellence, collaboration, professionalism, and integrity.

It's about you, so we offer you:

  • Above Market Average Base Salary
  • Commissions on New Business and Cross-Sell’s
  • 3-Weeks Paid time off + Christmas week
  • 5 Paid Sick Days annually
  • Benefits Plan
  • Open collaborative and entrepreneurial working environment

Key Responsibilities:

  • Managing an assigned portfolio of personal clients and marketing of selected accounts/opportunities.
  • Review insurance renewals, research and source alternate options if necessary and present these renewals and their terms to clients.
  • Increase business through cross and up selling to existing clients and through client referrals. 
  • Review and prioritize insurance claims. Advise and recommend solutions, liaise with insurance adjuster.
  • Prepare client and carrier documentation such as applications, questionnaires, insurance certificates, new business and remarket submissions and invoices.
  • Maintain knowledge of industry trends, developments and regulatory changes.
  • Maintain professional relationships with underwriters, co-workers and clients.
  • Complete clients’ required education hours by attending training sessions, webinars, completing reading material provided by management and attending career seminars.

Key Qualifications:

  • Post-secondary education, preferably in the areas of business and insurance
  • RIBO license in good standing (Mandatory)
  • At least 2 years experience in a Personal Lines role (be it sales, service or both)
  • Experience with carrier portals; uploading new business and processing changes
  • Experience with Microsoft Office suite of products: Outlook, word and Excel.

 

We are an equal opportunity employer. Accommodations are available upon request.

 

The Shepherd Group

The Shepherd Group

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