insurance broker

Infinity Wealth Solutions Inc.; Hannon; On-site; CAD 35,000 - 45,000; Full time

Job summary

A leading insurance brokerage firm in Ontario seeks a dedicated customer service representative to assess client markets, establish insurance coverage, and provide excellent service. Candidates must hold a Secondary school graduation certificate and a Registered Insurance Brokers of Ontario licence. The position requires attention to detail and the ability to thrive in a fast-paced environment, working 37.5 hours per week.

Qualifications

• Must have a Registered Insurance Brokers of Ontario (RIBO) licence.
• Experience ranging from 1 to less than 7 months in a related field.
• Ability to work under tight deadlines and in a fast-paced environment.

Responsibilities

• Assess potential markets for institutional, business, or individual clients.
• Calculate premiums and establish insurance coverage for clients.
• Ensure completion of necessary policy forms and medical examinations.
• Monitor insurance claims and address client inquiries.
• Provide customer service regarding insurance packages and risk coverage.

Skills

Client focus

Efficient interpersonal skills

Excellent oral communication

Excellent written communication

Organized

Reliability

Team player

Education

Secondary (high) school graduation certificate

Registered Insurance Brokers of Ontario (RIBO) licence

Job description

Education : Secondary (high) school graduation certificate

Experience : 1 to less than 7 months

Tasks

• Assess potential institutional, business or individual client markets
• Calculate premiums
• Establish client insurance coverage
• Identify potential markets
• Ensure appropriate forms, medical examinations and other policy requirements are completed
• Monitor insurance claims and respond to clients' enquiries
• Provide customer service
• Provide information concerning group and individual insurance packages, the range of risk coverage, benefits paid and other policy features

Supervision

• 3-4 people

Certificates, licences, memberships, and courses

• Registered Insurance Brokers of Ontario (RIBO) licence

Work conditions and physical capabilities

• Tight deadlines
• Attention to detail
• Fast-paced environment

Personal suitability

• Client focus
• Efficient interpersonal skills
• Excellent oral communication
• Excellent written communication
• Flexibility
• Judgement
• Organized
• Reliability
• Team player
• Work Term : Permanent
• Work Language : English
• Hours : 37.5 hours per week