Insurance Broker

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

Job summary

Collectivfide Insurance Brokers Inc. is seeking a Personal Lines Broker to manage and service an assigned book of business in Brockville. This role offers flexibility with hybrid working options and involves maintaining client relations, underwriting, and sales activities. The ideal candidate will be RIBO licensed with significant experience in personal lines brokerage, ensuring quality service and risk management for clients in a supportive work environment.

Qualifications

• RIBO licensed required.
• Minimum 1 year experience as a Personal Lines Broker.
• Proven track record in servicing an assigned book of business.

Responsibilities

• Service and maintain a personal lines book of business.
• Manage customer life cycle from quote to renewal and cancellations.
• Assist clients in navigating claim reports with empathy.

Skills

Customer Service

Sales

Risk Assessment

Education

RIBO License

1 Year Personal Lines Experience

Tools

PowerBroker

Applied Rating Services

Job description

Are you looking for a career home vs. a job? Do you love all aspects of servicing and selling to your assigned book of business? Do you like to work with a smaller, tight knit team that takes their work seriously but does not take themselves too seriously. If so, check out our job opportunity.

Having been in the business for over 35 years, W.C. Burgess is a trusted presence in the Brockville community with a long-standing history and track record of success. 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 W.C. Burgess.
• 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.

QUALIFICATIONS

• Must be RIBO licensed.
• Minimum 1 year Personal Lines Broker experience.
• Proven track record servicing an assigned book of business.
• Remain current and develop expertise in assigned markets, staying open to new market opportunities.
• Working knowledge of PowerBroker & Applied Rating Services is an asset.

We are committed to providing accommodations and to achieving a barrier-free workplace for individuals with disabilities. Should you require an accommodation to participate in our recruitment process, we will support you by considering your individual accessibility needs and work together on a solution.