Insurance Broker Renewals (MB)

CAA Club Group; Winnipeg; On-site; CAD 50,000 - 70,000; Full time

Benefits offered by this job

Holistic wellness program

Education reimbursement program

Travel incentives and discounts

Defined contribution plan

Job summary

CAA Club Group is seeking an Insurance Advisor in Winnipeg, Manitoba, to provide expert insurance services and professional advice to existing customers. Candidates should possess strong analytical and customer service skills, and have a General Insurance License Level 2 or be working towards it. The role includes policy management, customer retention efforts, and adhering to insurance regulations.

Join a company committed to employee wellness with competitive benefits and a commitment to equity and inclusion.

Qualifications

• General Insurance License Level 2 or working towards it.
• Minimum of 3-5 years of experience in the insurance industry.
• Open availability Monday through Saturday.

Responsibilities

• Provide insurance services and professional advice to customers.
• Process policy changes in CRM systems.
• Account for renewal reviews and retention.

Skills

Strong analytical skills

Customer service skills

Sales skills

Knowledge of Microsoft Office

Education

Post-secondary education in insurance or business-related field

Job description

About Us

At CAA Club Group, we are passionate about keeping our Members safe—whether they are on the road, at home, or travelling abroad. As a trusted member‑based organization, we provide products and services that are essential to Members’ safety and peace of mind. With over 2.6 million Members across Ontario and Manitoba, we advocate on issues such as road safety and infrastructure, the environment, seniors’ mobility, and consumer protection. Associates share in each other’s successes, drive change and support one another while cultivating a great working environment to deliver on what is best for our Members. CAA Club Group is a member of the CAA Club Group of Companies.

Position Details

What You Will Do

• Provide insurance services and professional insurance advice to existing customers and prospects through multiple forms of communication within broker authority level.
• Offer insurance advice, process policy changes and enter changes directly into the insurance computer systems and documents in the Customer Relationship Management System.
• Accountable for renewal reviews and retention for CAA Manitoba Insurance.
• Log into the customer assistance telephone queue and provide assistance regarding quotes, changes, amendments and inquiries for new business and existing clients.
• Educate the client by explaining the difference in coverage along with special limitations provided by each insurance provider and packages.
• Assist in improving customer retention and service levels through first‑call resolution and direct customer contact.
• Adhere to all legal insurance requirements, Insurance Act and Insurance Code of Ethics.
• Demonstrate daily the Core Values & Behaviours / Service Principles of CAA Manitoba and promote all CAA products and partnerships.
• Accept payments according to procedures, and process endorsements as required.
• Ensure open communication with all underwriting companies and forward all pertinent documents.
• Close and balance cash drawer as required.
• Meet the expectations of a Broker Audit.
• Perform other job‑related duties as assigned.

Who You Are

• Post‑secondary education in insurance or a business‑related field (preferred).
• General Insurance License Level 2 or working towards it.
• Strong analytical, customer service and sales skills.
• Working knowledge of Microsoft Office applications.
• Minimum of 3‑5 years of related or similar work experience within the insurance industry.
• Must have open availability Monday through Saturday.

Benefits

• Work‑life harmony with access to an award‑winning holistic wellness program.
• Continuous learning through our robust corporate curriculum and education reimbursement program.
• Incredible rewards, travel incentives, and product and service discounts.
• Pay‑for‑performance and best‑in‑class recognition programs.
• Competitive benefits that include a defined contribution plan, personal spending account, and so much more.

Our Commitment

We are an equal‑opportunity employer and are committed to providing employment accommodation in accordance with all applicable Provincial Human Rights and Accessibility Legislation. CCG will provide accommodations to job applicants with disabilities throughout the recruitment process. If you require an accommodation, please notify us and we will work with you to meet your needs.