Insurance Coordinator

Morison Insurance Brokers Inc.; St. Catharines; On-site; CAD 45,000 - 65,000; Full time

Job summary

Join a family-owned insurance brokerage as an Insurance Coordinator on the Digital Sales team. In this in-office role, you will be the first point of contact for potential clients, focusing on qualifying leads and providing exceptional customer service. Enjoy a competitive salary, comprehensive benefits, and opportunities for professional development in a collaborative team environment.

Benefits

RRSP matching program

4 weeks paid vacation

Group Benefits Plan

Employee Assistance Program

Continuing education opportunities

Regular team social events

Qualifications

• RIBO license or commitment to obtain within the specified timeframe.
• Experience with CRM systems or lead management platforms.
• Customer service or sales experience.

Responsibilities

• Respond to digital insurance inquiries and pre-qualify potential clients.
• Document customer interactions and ensure compliance with standards.
• Collaborate to optimize lead conversion.

Skills

Communication skills

Relationship building

Time management

Education

RIBO license

Tools

CRM systems

Job description

Insurance Coordinator - Digital Sales Team

Location: St. Catharines, Ontario
Department: Digital Sales
Employment Type: Full-Time, In-Office

About Morison Insurance

We're a family-owned insurance brokerage with deep Hamilton roots dating back to 1895. What started as a three-person downtown Hamilton office has grown into five locations with 100+ team members across Southern Ontario. We're guided by five core values: Go Beyond, Evolve, Own It, Our Promise, and Unified.

Our comprehensive insurance solutions include business, commercial auto, personal home and auto, recreational coverage, and specialized products. We're committed to innovation, exceptional service, and creating an environment where our team can thrive.

About This Role

Join our award-winning Digital Sales team as an Insurance Coordinator, where you'll be the first point of contact for potential clients exploring their insurance options. You'll play a crucial role in qualifying leads, building relationships, and setting up our sales team for success, while delivering exceptional customer experiences.

What You'll Do

• Respond promptly to digitally generated insurance inquiries using our award-winning lead management system
• Pre-qualify potential clients through consultative conversations
• Document all customer interactions and correspondence accurately
• Ensure compliance with insurance standards and company underwriting guidelines

• Partner closely with our Digital Sales team to optimize lead conversion
• Follow established sales procedures while identifying opportunities for improvement
• Contribute to our team's success through knowledge sharing and collaborative problem-solving

What We're Looking For

Essential Requirements

• RIBO license (or commitment to obtain within the specified timeframe)
• Strong communication skills with confidence in customer-facing conversations
• Enjoys talking to people and building relationships
• Ability to manage multiple priorities in a fast-paced environment
• Valid G-class driver's license
• Collaborative mindset with enthusiasm for teamwork

Preferred Qualifications

• Industry designations (RIBO, CAIB, CIP) are a plus
• Experience with CRM systems or lead management platforms
• Previous customer service or sales experience

Why You'll Love Working at Morison Insurance:

Work Environment & Schedule

• In-office
• Monday-Friday schedule (8:30am-4:30pm) with early Friday closures during long weekends (May-October)
• Collaborative in-person team environment

Comprehensive Benefits

• Competitive salary with performance-based growth opportunities
• RRSP matching program
• Group Benefits Plan (health, dental, vision coverage)
• Employee Assistance Program for personal and professional support
• 4 weeks vacation
• Paid personal days and extended Christmas break

Professional Development

• Continuing education opportunities and certification support
• Modern technology and collaborative workspaces
• Clear advancement pathways within our expanding organization

Unique Perks

• Full commission on personal home and auto policies
• Regular team social events and company celebrations
• Work with cutting-edge insurance technology and diverse market access

Equal Opportunity & Accessibility

Morison Insurance is an equal opportunity employer committed to creating an inclusive workplace. We provide disability-related accommodations throughout our recruitment process. If you require any accommodations, please contact us [e-mail] or inform your interviewer during the selection process.

We appreciate all applications and will contact candidates selected for interviews directly.