Insurance Broker (Winnipeg, Manitoba)

CAA Club Group; Winnipeg; On-site; CAD 55,000 - 90,000; Full time

Job summary

CAA Club Group is hiring an experienced insurance broker in Winnipeg. You will deliver Property, Casualty, Travel Medical and Auto insurance services, provide expert advice, and support growth with clients and prospects.

The role emphasizes accurate policy updates, underwriting guidance, and proactive client engagement. Ideal candidates have post-secondary education in insurance or business, a Manitoba Level 2 license or higher, and strong analytical, customer service, and sales abilities.

Qualifications

• Post-secondary education in insurance or business-related field preferred.
• General Insurance License Level 2 or higher from the Insurance Council of Manitoba preferred.
• Strong analytical, customer service, and sales skills.
• Working knowledge of broker management system, EPIC preferred; Microsoft Office applications.

Responsibilities

• Acts as onsite Broker to assist other Brokers and Supervisors, supporting learning and growth.
• Provides Property, Casualty, Travel Medical and Auto insurance services and professional advice to existing customers and prospects.
• Inputs changes into the insurance software and agency management system while maintaining records.
• Responds to quotes, changes, amendments, and inquiries for new and existing clients.
• Quotes insurance using appropriate pre-qualification and underwriting guidelines and evaluation tools.

Skills

Analytical skills

Customer service

Sales skills

Problem-solving

Communication

Education

Post-secondary education in insurance or business

Tools

EPIC

Microsoft Office

Job description

About Us

At CAA Club Group, we are passionate about keeping our Memberssafe - 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 road safety and infrastructure, the environment, seniors’ mobility, and consumer protection. Associates share in each other’s successes, drive change and support each other while cultivating a great working environment to deliver on what is best for our Members. CAA SCO Systems & Services Inc is a member of the CAA Club Group of Companies.

About Us

At CAA Club Group, we are passionate about keeping our Memberssafe - 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 road safety and infrastructure, the environment, seniors’ mobility, and consumer protection. Associates share in each other’s successes, drive change and support each other while cultivating a great working environment to deliver on what is best for our Members. CAA SCO Systems & Services Inc is a member of the CAA Club Group of Companies.

Who we are

Are you ready to join an award-winning, purpose-driven culture? Welcome to the CAA Club Group of Companies (CCG), where purpose leads to passion! At CCG, we are committed to delivering an exceptional Associate experience. We offer:

• 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, and
• Competitive benefits that include a defined contribution plan, personal spending account, and so much more.

Join our growing team where everyone belongs!

Position Details

Who We Are

• Acts as an onsite Broker to assist other Brokers and Supervisors as needed, supporting learning and growth for the team.
• Provides Property, Casualty, Travel Medical and Auto insurance services and professional insurance advice to existing customers and prospects through multiple forms of communication within broker authority level.
• Provides insurance advice, handles policy updates, and inputs changes into the insurance software while documenting them in the agency management system.
• Logs in to the customer assistance telephone queue and provides assistance regarding quotes, changes, amendments, and inquiries for new business and existing clients.
• Using proper questioning and sales techniques, provides property insurance quotations and applies all appropriate pre-qualification and underwriting guidelines while using evaluation software
• Educates the client by explaining the difference in coverage along with special limitations provided by each Insurance provider and packages.
• Assists in improving customer retention and service levels through first call resolution and direct customer contact.
• Adheres to all legal insurance requirements, Insurance Act, and Insurance Code of Ethics.
• Demonstrates daily the Core Values & Behaviours / Service Principles of CCG and promotes all CAA products and partnerships.
• Accepts payments according to procedures and processes endorsements as required.
• Ensures open communication with all underwriting companies and forwards all pertinent documents.
• Closes and balances cash drawer as required.
• Meets the expectations of a Broker Audit and Quality Assurance program.
• Performs other job-related duties as assigned.

Who You Are

• Post-secondary education in insurance or business-related field preferred.
• General Insurance License Level 2 of higher from the Insurance Council of Manitoba
• Strong analytical, customer service, and sales skills.
• Working knowledge of a broker management system, EPIC preferred, Microsoft Office applications
• Minimum of 5 years of related or similar work experience within the insurance industry.
• Demonstrated strong problem-solving abilities in a fast-paced environment
• Looking for experienced individuals that can help vsupport our Winnipeg locations.

Looking for experienced individuals that can help support our Winnipeg locations.

Please note that we may use AI tools to help us through the recruitment process.

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.