Insurance Broker Role

Solutions Insurance Group; Milton; Hybrid; CAD 60,000 - 90,000; Full time

Job summary

Solutions Insurance Group in Milton, Ontario, is seeking a full-time Insurance Broker Producer for a hybrid role with partial work-from-home flexibility. You will grow and manage a client book, Prospect new clients, assess needs, and recommend appropriate insurance and financial products.

The role emphasizes personalized advisory service, accurate quoting, and compliant documentation, while collaborating with carriers and internal teams to support growth and client satisfaction.

Qualifications

• Must have RIBO license and work in the industry.
• Must be resident of Ontario.
• Experience in insurance brokerage or financial advisory environment is beneficial.
• Strong communication, sales, and negotiation abilities with basic software proficiency.

Responsibilities

• Develop and manage a book of business by prospecting new clients and providing needs-based advice.
• Prepare quotes, process applications, and ensure accurate documentation per regulatory standards.
• Deliver ongoing client service, review coverage and retirement plans, and coordinate with carriers and internal partners.
• Participate in sales meetings, training, and mentorship programs to support firm growth.

Skills

Insurance Brokerage

Finance & Retirement Planning

Customer Service

Education

RIBO license

Tools

CRM tools

Microsoft Office

Job description

Must have your RIBO license and working in the industry

Must be resident of Ontario

Company Description Solutions Insurance Group is an independent insurance brokerage committed to protecting clients’ assets, liabilities, and what matters most. Founded by Sri Nagumantri and Sai Keetha, the firm is built on a vision where advice is driven solely by the client’s best interest, not by carrier agendas. The organization emphasizes mentorship, tools, and leadership support to help brokers grow into top-tier professionals. Solutions Insurance Group focuses on elevating the standard of service for clients while providing a strong platform for brokers to build meaningful, long-term careers. Team members join a culture that values integrity, professional development, and client-centered solutions.

Role Description This full-time Insurance Broker Producer role is a hybrid position based in Milton, ON, with flexibility for partial work from home. The Insurance Broker Producer will develop and manage a book of business by prospecting new clients, conducting needs assessments, and recommending appropriate insurance and financial products. Day-to-day responsibilities include providing personalized advice, preparing quotes, processing applications, and ensuring accurate documentation in compliance with regulatory standards. The role also involves delivering ongoing client service, reviewing coverage and retirement plans regularly, and coordinating with carriers and internal partners to resolve inquiries or issues. The successful candidate will actively participate in sales meetings, training, and mentorship programs to continuously improve professional skills and support the firm’s growth objectives.

Qualifications

• Candidates should possess skills in Insurance Brokerage and general Insurance, including understanding products, coverage options, and regulatory requirements.
• Candidates should possess skills in Finance and Retirement Planning, with the ability to analyze client needs and recommend appropriate long-term solutions.
• Candidates should possess strong Customer Service skills, including relationship building, active listening, and responsive client support.
• Relevant provincial insurance licenses (or eligibility to obtain them promptly) and prior experience in an insurance brokerage or financial advisory environment are beneficial.
• Strong communication, sales, and negotiation abilities, along with proficiency in basic office software and CRM tools, are preferred.
• Demonstrated integrity, attention to detail, and the ability to work both independently and collaboratively in a hybrid setting are highly valued.