Insurance Broker | Legal Expense Insurance Specialist

Ai Insurance Organization Inc.; Oakville; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading insurance firm in Oakville, Ontario is seeking an experienced Insurance Broker specializing in Legal Expense Insurance. The candidate will expand offerings, build client relationships, provide tailored solutions, and collaborate with various teams. A positive attitude, strong communication skills, a minimum of 2 years of insurance experience, and RIBO licensing are required. This is a full-time position offering a competitive salary structure including commissions.

Benefits

Continuing education support

Mentorship from industry leaders

Opportunities for career growth

Qualifications

• RIBO licensed or willing to obtain within six months.
• Minimum 2 years of insurance experience, especially in legal expense insurance.
• CIP, CAIB, or CRM designations are considered an asset.

Responsibilities

• Advise clients on legal expense insurance coverage.
• Build and maintain relationships with clients and underwriters.
• Analyze client risk exposures and recommend coverage options.
• Prepare quotes for new business, renewals, and endorsements.
• Ensure policies meet regulatory and company standards.

Skills

Communication skills

Attention to detail

Organizational skills

Client relationship management

Education

Post-secondary education

Tools

Vertafore SIGxp

Microsoft Word

Microsoft Excel

Job description

Insurance Broker | Legal Expense Insurance Specialist

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Insurance Broker | Legal Expense Insurance Specialist

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About Us

Approved Casualty and Surety is a forward-thinking, award-winning MGA based in Oakville, Ontario. We aim to create superior value for all stakeholders by disrupting traditional market segments with innovative solutions for both the industry and consumers.

About Us

Approved Casualty and Surety is a forward-thinking, award-winning MGA based in Oakville, Ontario. We aim to create superior value for all stakeholders by disrupting traditional market segments with innovative solutions for both the industry and consumers.

We’re currently seeking a driven and knowledgeable Insurance Broker – Legal Expense Insurance Specialist to join our team and enhance our legal expense insurance offerings.

Job Purpose

We are seeking a motivated and knowledgeable Insurance Broker specializing in Legal Expense Insurance to join our growing team. In this role, you will be responsible for expanding our legal expense insurance offerings, building relationships with clients, and providing tailored insurance solutions to meet their needs. You will collaborate closely with underwriting, marketing, and support teams to ensure our clients' legal expense insurance requirements are met efficiently and effectively.

Key Responsibilities

• Advise clients on legal expense insurance coverage that suits their needs.
• Build and maintain strong relationships with clients, underwriters, and internal teammates.
• Analyze client risk exposures and recommend coverage options.
• Prepare and present quotes for new business, renewals, and endorsements.
• Process policy documentation, including applications, binders, and certificates of insurance.
• Collaborate with underwriting and sales teams to ensure policies meet regulatory and company standards.
• Stay informed about changes in legal expense insurance products and industry trends.
• Manage client communications, ensuring timely responses and exceptional service.
• Develop tailored Legal Expense programs for affinity groups and associations

Successful Behaviors

• A positive and professional attitude.
• Strong attention to detail and organizational skills.
• Excellent communication skills, both verbal and written.
• Independent, self-motivated, and able to manage deadlines.
• Team-oriented and collaborative.

Technical Skills

• Comprehensive knowledge of legal expense insurance products, coverages, and underwriting guidelines.
• Experience with broker management systems (Vertafore SIGxp preferred) and CRM software.
• Proficiency with insurance company portals.
• Financial and accounting literacy.
• Proficiency in Microsoft Word and Excel.

Qualifications / Experience

• RIBO licensed, in good standing (or willingness to obtain within six months, supported by us).
• Minimum 2 years of insurance experience, with legal expense insurance being a strong asset.
• CIP, CAIB, or CRM designations are considered an asset.
• Post-secondary education is an asset.
• Competitive annual salary based on experience. 80% commission in first year. This is a commission only position
• Continuing education support and access to mentorship from industry leaders.
• Opportunities for career growth within a dynamic, supportive environment.

Ready to Apply?

If you’re passionate about providing innovative insurance solutions and are ready to advance your career with us, we want to hear from you!

Approved Casualty and Surety is an equal-opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees.

Seniority level

Seniority level

Entry level

Employment type

Employment type

Full-time

Job function

Job function

Sales and Business Development

Insurance

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