Insurance Agent

Sussex Insurance - Penticton; Penticton; On-site; CAD 60,000 - 80,000; Full time

Job summary

A local insurance firm in Penticton is seeking a motivated Insurance Broker to join their team. The ideal candidate will have a Level 2 license and at least 5 years of experience in the insurance industry, focusing on providing tailored solutions for clients. Responsibilities include selling various insurance types, calculating premiums, and managing claims. This full-time position offers a salary of $25.00-$27.00 per hour with the expectation of working 36-48 hours per week.

Qualifications

• At least 5 years of insurance industry experience.
• Level 2 license required.
• CIP or CAIB designation preferred.

Responsibilities

• Sell various types of insurance to clients.
• Calculate premiums and establish payment methods.
• Monitor insurance claims and respond to inquiries.

Skills

Sales expertise

Strong communication skills

Client-focused approach

Market knowledge

Quantitative skills

Education

Post-Secondary education or equivalent work experience

Tools

Microsoft Word

Microsoft Excel

Job description

Overview

We are seeking a motivated knowledgeable and experienced Insurance Broker to join our dynamic team. The ideal candidate will possess a level 2 license and strong background in sales, particularly in the insurance sector, and will be responsible for helping clients navigate their insurance options. This role requires excellent communication and negotiation skills to effectively assess client needs and provide tailored insurance solutions. A commitment to exceptional customer service is essential for success in this position.

Responsibilities

• Sell automobile, property, marine and other types of insurance to clients
• Establish client insurance coverage, calculate premiums and establish method of payment
• Ensure appropriate forms, medical examinations and other policy requirements are completed
• Monitor insurance claims and respond to clients\' enquiries
• Identify and solicit potential clientele

Requirements

• At least 5 years of insurance industry experience
• Level 2 license
• CIP or CAIB designation preferred
• Thrive in a fast-paced environment
• Must be client focused
• Good knowledge of markets and their policy wordings
• Good quantitative skills and personal computer literacy strong Word and Excel
• Excellent communication skills, listening, verbal and written detail oriented
• Ability to work well with others throughout the organization and independently carry out assignments
• Post-Secondary education or equivalent work experience

Job Details

• Job Type: Full-time
• Pay: $25.00-$27.00 per hour
• Expected hours: 36 – 48 per week
• Schedule: 10 hour shift
• Experience: insurance industry: 5 years (required)
• Licence/Certification: Level 2 License (required)
• Work Location: In person