Insurance Agent

DGA Careers; New Dundee; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading Ontario-based insurer is seeking a Licensed Insurance Agent. This role involves managing client relationships, providing excellent service, and advising on insurance coverage. Candidates should have an OTL Insurance Licence, strong communication skills, and at least 3 years' experience in sales or customer service. Join a forward-thinking team that values client care and community support.

Qualifications

• 3 years' experience in sales or customer service required.
• Must have valid Driver's Licence and reliable vehicle.
• Experience in insurance beneficial; farm knowledge a plus.

Responsibilities

• Build and maintain strong client relationships.
• Manage a focused portfolio of insurance accounts.
• Provide client service to new and existing clients.

Skills

Communication skills

Interpersonal skills

Customer focus

Attention to detail

Computer proficiency

Education

OTL Insurance Licence

CIP Designation or Course

Tools

Microsoft Office

EPIC

Titan

Job description

Overview

Seeking a Licensed Insurance Agent (Job 9861)

Join the Future of Insurance with a Legacy of Trust! Our client is a progressive Ontario-based insurer with more than a century of proven expertise. They have built a strong reputation for safeguarding families, farms, businesses and communities with reliable Home, Auto, Farm, and Commercial Insurance solutions.

The Sales Department is continuing to grow and build a strong team focused on delivering excellent service while supporting the community. If you’re looking to make a meaningful impact and be part of a team that values long-term relationships and prioritizes client care, this is the opportunity for you!

Responsibilities

• Build and maintain strong client relationships while serving as the client’s primary point of contact
• Manage a focused Personal Lines portfolio of insurance accounts
• Provide excellent client service while dealing with new and existing clients as well as industry partners
• Advise on insurance coverage within licence guidelines and bind authority outlined by the Company
• Recognize key growth opportunities
• Collaborate with cross functional teams to ensure clients’ needs are met
• Identify prospective clients through leads and referrals
• Coordinate with new and renewal clients to understand the underwriting requirements
• Stay current on insurance knowledge and industry trends through approved educational resources
• Actively participate in Company, community and networking events as an ambassador for the Company
• Acknowledge and support the Company’s values within daily transactions

Qualifications / Attributes

• An OTL (Other Than Life) Insurance Licence with some Insurance knowledge / CIP Designation or Course are an asset.
• Minimum of 3 years’ experience in sales, customer service plus farm would be an asset
• Excellent communication skills with respect for privacy
• Able to multi-task and pay attention to detail with high level of accuracy
• Exceptional interpersonal and relationship management skills
• Ability to maintain confidentiality in relation to business operations
• Organized and work effectively with the ability to prioritize and multi-task
• Customer focused demonstrating integrity and utmost good faith
• Disciplined working independently and collaboratively as part of a team
• Maintain positive working relationships and liaison with all business partners internally and externally
• Strong computer proficiency with experience on Microsoft Office and quick to adapt to new programs (experience with EPIC or Titan would be an asset)
• Valid Driver’s Licence with a reliable vehicle as well as willing and able to travel for business