Insurance Broker | Legal Expense Insurance Specialist

TEEMA Solutions Group; Oakville; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading insurance provider in Oakville is seeking an Insurance Broker specializing in Legal Expense Insurance. The role involves advising clients, preparing quotes, and building strong relationships. Candidates need to be RIBO licensed, with at least 2 years of insurance experience, preferably in legal expense insurance. A collaborative, dynamic work environment is offered along with competitive commission structures.

Benefits

Continuing education support

Mentorship access

Career growth opportunities

Qualifications

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

Responsibilities

• Advise clients on legal expense insurance coverage.
• Build and maintain client relationships.
• Prepare and present quotes for insurance.

Skills

Client relationship building

Analytical skills

Communication skills

Attention to detail

Education

Post-secondary education

RIBO license

Tools

Broker management systems (Vertafore SIGxp)

Microsoft Word

Microsoft Excel

Job description

About Us

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.

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?

Ready to Apply? If you\u2019re 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.