Insurance Broker

Collectivfide Insurance Brokers Inc.; Barrie; Hybrid; CAD 50,000 - 70,000; Full time

Job summary

Join a leading insurance brokerage as an Insurance Broker where you will utilize your insurance expertise to provide exceptional service to clients. In this hybrid role, you'll manage personal lines or commercial business while being part of a supportive team. With flexibility in work environment, your focus will be to service clients effectively, ensuring they receive the best insurance solutions tailored to their needs. Candidates must be RIBO licensed and have relevant experience.

Qualifications

• Must hold a RIBO license.
• Minimum 1 year experience in a broker role.
• Strong relationship building skills.

Responsibilities

• Service and grow a personal lines book of business.
• Manage customer life cycles from quote to renewal.
• Advocate for clients and support customer-first culture.

Skills

Customer Relationship Management

Risk Assessment

Communication

Empathy

Education

RIBO License

Tools

TAM

EPIC

Job description

We are looking to add an Insurance Broker to our team. In this role, you get to play to your strengths of solid insurance knowledge and helping clients. You get to work autonomously yet be part of a larger team committed to understanding our customers to ensure they are protected and get the level of service they deserve. This role can be either personal lines or farm & commercial based, we have the opportunity for both!

We get that flexibility is important to you so this role is available for hybrid work but if you would prefer to be in the office we are open to that too as we currently support both models with our team. So what will you spend your days doing?

Working as part of a team, actively service, maintain, and help grow a personal lines book of business, more specifically …

• Your focus will be to service an assigned book with the option to also earn additional commission for any new business sales you bring to R.K. Mooney.
• Manage all aspects of the customer life cycle from quote to renewal, endorsements, remarket and cancellations.
• Conduct detailed reviews of risk and underwriting information to ensure accuracy and optimal insurance solutions for your clients; they are looking to you to be their trusted advisor to make sure they have the right protection for their unique needs.
• Take new claim reports, help clients navigate through this process with empathy, and submit them to the insurance carrier
• Diligent follow up on clients’ accounts to ensure outstanding activities are resolved.
• Serve as a liaison between clients and insurance carriers.
• Advocate for your clients and support our customer-first mindset and culture.

Qualifications

• Must be RIBO licensed.
• Minimum 1year of experience in a broker role, focusing on either Personal Lines or Commercial Lines
• Proven track record servicing an assigned book of business.
• Remain current and develop expertise in assigned markets and stay open to new market opportunities.
• Demonstrated relationship building expertise.
• Must remain professional and juggle multiple priorities.
• Working knowledge of TAM or EPIC is an asset.

If due to a disability you require accommodation or accessible format and communication support, please submit your request in writing we will work together to develop an individualized accommodation plan for you.