Insurance Broker

DGA; Surrey; Remote; CAD 60,000 - 80,000; Full time

Job summary

A leading firm is seeking an experienced Insurance Broker – Service professional to manage a diverse portfolio of personal and small commercial lines policies. This fully remote position emphasizes exceptional client service and requires a BC Level 2 insurance license along with relevant experience.

Qualifications

• Minimum 3 years of experience in the insurance industry.
• Strong customer service skills with the ability to provide personalized attention.
• Proficiency in using insurance management systems, experience with EPIC is an asset.

Responsibilities

• Provide outstanding customer service to a well-established client base.
• Manage policy renewals, endorsements, and updates.
• Maintain strong relationships with clients by offering tailored insurance solutions.

Skills

Customer Service

Communication Skills

Integrity

Education

BC Level 2 General Insurance License

Tools

Insurance Management Systems

Job description

We are seeking an experienced Insurance Broker – Service professional to manage a diverse portfolio of personal and small commercial lines policies. This fully remote position is open to candidates across British Columbia who already possess a BC Level 2 license.

In this role, you will focus primarily on providing exceptional service to clients supporting a book of personal lines and small commercial policies.

Key Responsibilities :

Provide outstanding customer service to a well-established client base, handling inquiries and requests promptly and professionally.

Manage policy renewals, endorsements, and updates, ensuring all client information is accurate and up to date.

Support a portfolio that includes personal lines and small commercial policies such as home, auto, condos, E&O, and CGL.

Maintain strong relationships with clients by offering tailored insurance solutions that meet their specific needs.

Collaborate with a team of professionals, contributing to a supportive and high-performing work environment.

Stay informed of the latest insurance products, industry trends, and regulatory changes to provide informed advice to clients.

Requirements :

BC Level 2 General Insurance License.

Minimum 3 years of experience in the insurance industry, with a focus on personal lines and small commercial accounts.

Strong customer service skills with the ability to provide personalized attention and build long-term client relationships.

Excellent verbal and written communication skills.

Proficiency in using insurance management systems (experience with EPIC is an asset).

Ability to prioritize and manage multiple tasks in a fast-paced environment.

A high level of integrity, work ethic, and commitment to providing exceptional service.

Information

• Job Type : Full-Time
• Education : Insurance License Level II
• Expertise : Broker-Customer Service , Administration , Broker-Commercial , Broker-Personal
• Minimum experience required : 3 to 4 Years