Insurance Broker

Insureline Reliable; Edmonton; On-site; CAD 50,000 - 60,000; Full time

Job summary

Insureline Reliable in Edmonton, Alberta, is hiring a Licensed Insurance Broker for a full-time, on-site role. You will manage client renewals, retention, cross-selling and upselling, and handle certificates, pink cards, endorsements, and new business submissions to insurers.

Ideal candidates hold the Alberta General Level 1 License (Level 2 preferred) and have insurance industry experience. Familiarity with Epic and Applied Rating System is highly desirable.

Qualifications

• Strong customer service and client relationship management required.
• Excellent communication, negotiation and interpersonal skills.
• Experience with renewal reviews, retention, cross-selling, and upselling.
• Willingness to learn and resolve issues independently.
• Familiarity with insurance products, policies and regulations.
• Experience in sales, marketing, and maintaining client retention.
• Alberta General Level 1 License required; Level 2 preferred.
• Experience in insurance industry is required.
• Experience with Epic and Applied Rating System desirable.

Responsibilities

• Renewal reviews, retention, remarketing, cross-selling and upselling.
• Issue Certificates, Pink cards, Endorsements; submit new business apps to insurers.
• Handle premium financing contracts and manage client accounts.
• Build strong client relationships and proactively address inquiries.
• Collaborate with insurers to negotiate terms and stay compliant with regulations.

Skills

Customer service

Relationship management

Negotiation

Communication

Sales experience

Problem solving

Independent work

Education

Alberta General Level 1 License

Tools

Epic

Applied Rating System

Job description

Pay: CA$50,000.00 - CA$60,000.00 per year

Insureline Reliable is a rapidly growing commercial and personal insurance brokerage firm based in Edmonton, Alberta. With a commitment to outstanding value, professional service, and ethical business practices, we take a client-focused approach tailored to meet unique insurance needs. Our knowledgeable team of licensed brokers works diligently to provide comprehensive coverage that protects assets, families, and businesses. Serving Edmonton, Sherwood Park, St. Albert, Leduc, Nisku, and Northern Alberta, we collaborate with over 50 leading Canadian insurance providers.

Role Description

This is a full-time, on-site position based in our Edmonton office. The Licensed Insurance Broker will act as the primary point of contact for clients, resolving all client querries using a common sense approach & providing personalized solutions for their insurance needs. Daily responsibilities include renewal reviews, retention, remarketing, cross selling and upselling, issuing Certs, Pink cards, Endorsements, sumbitting new business apps to insurers, handling premium finacing contracts, managing client accounts, building strong client relationships, and proactively addressing customer inquiries and concerns. The role also involves collaborating with insurers to negotiate terms for clients while maintaining up-to-date knowledge of the insurance industry and compliance regulations.

Qualifications

• Strong customer service and client relationship management skills
• Effective communication, negotiation, and interpersonal abilities
• Prior experience in doing renewal reviews, Retention, cross selling & upseling is a must
• Attitude to resolve things & be willing to learn constantly
• Experience in sales, marketing, and maintaining client retention
• Familiarity with insurance products, policies, and industry regulations
• Proficiency in common sense based problem-solving skills
• Ability to handle client requests in a holistic manner servicing existing clients and at the same time improving sales via cross selling and upselling
• Ability to work independently while contributing to team success
• General Level 1 License in Alberta is required, with preference given to those with Level 2 License
• Prior experience in insurance is must
• Experience working on Epic & Applied Rating System is highly desirable