Insurance Broker

Collectivfide Insurance Brokers Inc.; Burlington; Hybrid; CAD 60,000 - 80,000; Full time

Job summary

A family-owned insurance brokerage in Burlington is looking for a full-time Personal Lines Account Manager. In this role, you will act as a trusted advisor, managing renewals and advising clients on risk exposure. The ideal candidate has strong communication skills, a client-focused mindset, and relevant licenses. Competitive compensation, hybrid work, and opportunities for advancement are offered.

Benefits

Competitive compensation and benefits package

Hybrid work from home and in the office

Paid sick time and personal time off

Opportunity for advancement

Qualifications

• Previous experience working in a brokerage in a commercial lines capacity.
• Must be familiar with all carriers we support.
• Help create a customer-centric mindset and culture.

Responsibilities

• Processing renewals, new business and endorsements.
• Assisting clients with risk exposure and coverage recommendations.
• Data entry into carrier insurance portals and broker management system.

Skills

Effective Team player with a strong work ethic

Dedicated client focus and superior client service skills

Superior verbal and written communication skills

Accurate Risk Selection and successful execution of “Front Line” underwriting

Education

RIBO or OTL license

CIP or CAIB designation

Tools

TAM

EPIC

Job description

Come work for us! Utter Morris Insurance Brokers is mid-sized brokerage in Burlington, Ontario. We are a family-owned brokerage that has been in business since 1927. We treat our employees like family. We work hard but also take time to celebrate our success.

We are currently looking for a full-time Personal Lines Account Manager to join our commercial lines department. As part of our team you will work with our clients performing as a trusted advisor and advocate by handling renewals, assessing risk exposures, providing recommendations for coverage, offering claims advice, recognizing, pursing and capturing new business wins from many sources including internal referrals, cross-selling and up-selling opportunities.

So, What Will You Spend Your Days Doing?

• Processing renewals, new business and endorsements.
• Assessing risk exposure and providing recommendations for coverage
• Process client invoices
• Offer clients claims advice
• Partner with Producers on accounts
• Data entry into carrier insurance portals and broker management system.
• Remain current with carrier offerings and changes; must be familiar with all carriers we support.
• Help create a customer-centric mindset and culture.

Key Qualifications

• Effective Team player with a strong work ethic
• Dedicated client focus and superior client service skills
• Superior verbal and written communication skills
• Accurate Risk Selection and successful execution of “Front Line” underwriting
• RIBO or OTL license
• CIP or CAIB designation is an asset
• Previous experience working in a brokerage in a commercial lines capacity
• Previous TAM or EPIC experience is an asset

What We Offer

• Competitive compensation and benefits package
• Hybrid work from home and in the office along with a flexible work schedule
• Paid sick time and personal time off
• Opportunity for advancement
• Strong partnership with our markets
• Outstanding history and commitment to our employees
• Commission on new business sales
• Support in pursuing industry related courses

Utter Morris is 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.