Digital Sales Personal Lines Insurance Broker (Hamilton)

Morison Insurance Brokers Inc.; Hamilton; On-site; CAD 60,000 - 80,000; Full time

Benefits offered by this job

RRSP matching

Group benefits

Vacation 4 weeks

Personal days

Christmas break

Job summary

Morison Insurance Brokers Inc. in Hamilton, Ontario is seeking a Digital Sales Insurance Broker to drive personal lines sales through warm leads and digital channels.

This in-office role collaborates with the Digital Sales department to tailor insurance solutions with professionalism. You’ll respond to leads, use our lead management system, document conversations, and work with teammates to enhance the client experience while adhering to underwriting guidelines.

Qualifications

• RIBO license required.
• Strong communication and customer-facing skills.
• Previous customer service or sales experience.
• G-class driver’s license.
• CRM/lead management experience is an asset.

Responsibilities

• Respond promptly and professionally to incoming personal insurance leads.
• Use our lead management system to manage and track opportunities.
• Provide potential clients with expert advice and outstanding customer service.
• Match client needs with the best insurance solutions available.
• Follow established sales procedures and meet sales targets.
• Adhere to in-house underwriting guidelines and industry compliance standards.
• Accurately document all conversations and correspondence with clients and insurers.
• Collaborate with teammates to continuously improve the sales process and client experience.

Skills

RIBO license

Communication

Sales experience

Driver's license

CRM systems

Tools

CRM systems

Job description

Digital Sales Personal Lines Insurance Broker

Location: Hamilton, Ontario
Department: Digital Sales
Employment Type: Full-Time, In-Office

About Morison Insurance

We're a family-owned insurance brokerage with deep Hamilton roots dating back to 1895. What started as a three-person downtown Hamilton office has grown into five locations with 100+ team members across Southern Ontario. We're guided by five core values: Go Beyond, Evolve, Own It, Our Promise, and Unified.

Our comprehensive insurance solutions include business, commercial auto, personal home and auto, recreational coverage, and specialized products. We're committed to innovation, exceptional service, and creating an environment where our team can thrive.

About This Role

As a Digital Sales Insurance Broker, you’ll be responsible for selling personal insurance products to warm leads provided by Morison Insurance. This role is all about connecting with prospective clients through digital channels, understanding their insurance needs, and offering tailored solutions with professionalism and care. If you're a results-driven individual who excels in a digital environment and enjoys helping people protect what matters most, this is the role for you.

What You’ll Do

• Respond promptly and professionally to all incoming personal insurance leads
• Use our award-winning lead management system to manage and track opportunities
• Provide potential clients with expert advice and outstanding customer service
• Match client needs with the best insurance solutions available
• Follow established sales procedures and meet sales performance targets
• Adhere to in-house underwriting guidelines and industry compliance standards
• Accurately document all conversations and correspondence with clients and insurers
• Collaborate with teammates to continuously improve the sales process and client experience

What We’re Looking For

• RIBO license
• Strong communication skills with confidence in customer-facing conversations
• Previous customer service or sales experience
• Enjoys talking to people and building relationships
• Ability to manage multiple priorities in a fast-paced environment
• Valid G-class driver's license
• Collaborative mindset with enthusiasm for teamwork
• Industry designations (CAIB, CIP) are a plus
• Experience with CRM systems or lead management platforms is an asset

Work Environment & Schedule

• In-office
• Monday-Friday schedule (8:30am-4:30pm) with early Friday closures during long weekends (May-October)
• Collaborative in-person team environment

Comprehensive Benefits

• Competitive salary with performance-based growth opportunities
• 7.5% RRSP matching program
• Group Benefits Plan (health, dental, vision coverage)
• Fitness Benefit
• Employee Assistance Program for personal and professional support
• 4 weeks vacation
• Paid personal days and extended Christmas break

Professional Development

• Continuing education opportunities and certification support
• Modern technology and collaborative workspaces
• Clear advancement pathways within our expanding organization

Unique Perks

• Full commission on personal home and auto policies
• Regular team social events and company celebrations
• Work with cutting-edge insurance technology and diverse market access

Equal Opportunity & Accessibility

Morison Insurance is an equal opportunity employer committed to creating an inclusive workplace. We provide disability-related accommodations throughout our recruitment process. If you require any accommodations, please contact us at [e-mail] or inform your interviewer during the selection process.

We appreciate all applications and will contact candidates selected for interviews directly.