Insurance Service Broker in Training

Duliban Insurance; Golden Horseshoe; On-site; CAD 46,000 - 52,000; Full time

Benefits offered by this job

Health coverage

Health Spending Account (HSA)

RRSP and DPSP programs

Paid personal days

Competitive vacation entitlement

Paid time to volunteer in theCommunity

Ongoing training and professional dev.

Job summary

Duliban Insurance Brokers Ltd. is seeking a Junior Customer Service Professional to join our Personal Lines Service team in Ontario.

You will handle client inquiries via phone, email, and in person, review policies, and assist with endorsements, billing, and claims with professional integrity. Based in Welland with opportunities for placement at Welland, Fonthill, Dunnville, or Grimsby, this permanent full-time role starts with comprehensive training.

Qualifications

• RIBO license in good standing or training can be facilitated for the right candidate.
• High school diploma or equivalent with 2+ years of customer service experience.
• Strong interpersonal and communication skills with the ability to work in a team and independently.
• Detail-oriented with strong organizational and multitasking abilities.

Responsibilities

• Provide quality service to personal lines clients by answering calls, communicating digitally, or in person.
• Manage client requests from policy changes, endorsements, and billing inquiries.
• Review policies and recommend coverages based on client needs.
• Assist clients in reporting claims and support the claims process with carriers.

Skills

RIBO license

Professionalism

Interpersonal skills

Team player

Attention to detail

Communication skills

Enthusiasm for development

Customer service experience

Full-time availability

Education

High school diploma or equivalent

2+ years customer service experience

Job description

At Duliban Insurance, our values of honesty, integrity, and hard work guide everything we do—from our innovative approach to insurance to our commitment to the communities we serve. We strive for excellence while staying true to our local roots. Duliban Insurance Brokers is an award-winning, third-generation brokerage and a divisional brokerage of The McDougall Insurance Group. Consistently recognized as a top insurance workplace, we are proud of the reputation we've built for both exceptional client service and a strong team culture. With offices across Niagara and Haldimand, our team is dedicated to helping clients find simple, affordable solutions for their auto, home, business, and farm insurance needs.
Job Title: Junior Customer Service Professional
Department: Personal Lines ServiceReports To: Personal Lines Service Manager
Compensation Range: $46,000 - $52,000
Hours of Work: Monday to Friday, 8:30am to 4:30pm plus rotating Saturday shifts
Work Location: Training will take place in Welland, with the opportunity for permanent placement at one of our office locations in Welland, Fonthill, Dunnville, or Grimsby.
Position Type: Permanent, Full-Time
Vacancy Status: Existing

Primary Responsibilities

• Provide quality service to personal lines clients, resolving discrepancies efficiently and respectfully by answering incoming calls, communicating digitally, or in person.
• Manage client requests from a variety of methods including policy changes, endorsements, and billing inquiries.
• Review policies and recommend coverages to clients based on individual needs.
• Assist clients in reporting claims and provide support throughout the claims process while liaising with insurance carriers to ensure smooth resolution.
• Respond to requests for policy documentation and clarifications, ensuring accurate and timely follow-up.
• Quote coverages and ensure clear communication of options, premium differences, and the value of different coverages.
• Oversee specialty products such as PAL, Hagerty, and Elite policies, ensuring proper handling and client education regarding these niche coverages.
• Collaborate with other departments, including sales, underwriting, and claims to provide seamless, team-based service experience.
• Uphold all company health and safety policies, ensuring a safe environment for all.
• Demonstrate professionalism and integrity in all client and colleague interactions, always ensuring confidentiality and trustworthiness.
• Participate in ongoing training, workshops, and development initiatives to enhance product knowledge, service skills, and regulatory understanding.

Required Skills and Qualifications

• Possesses a RIBO license in good standing, though appropriate training can be facilitated for the right candidate
• Demonstrates a high degree of professionalism and integrity
• Has excellent interpersonal and communication skills
• Works well within a team and independently, taking initiative to assist team members where needed
• Interacts with patience, enthusiasm and dedication
• Pays close attention to detail and multitasks with a high level of organization and accuracy
• Approaches learning and professional development with enthusiasm
• Possesses a high school diploma or equivalent with 2+ years of customer service experience
• Approaches learning and professional development with enthusiasm
• Ability to work full-time Monday through Friday, with rotating Saturday shifts

RIBO

RIBO stands for the Registered Insurance Brokers of Ontario. RIBO regulates the licensing, professional competence, ethical conduct and insurance related financial obligations of all independent general insurance brokers in the province of Ontario. To learn more please visit https://www.ribo.com/

Benefits

• Comprehensive benefits package, including medical, dental, and vision coverage
• Health Spending Account (HSA)
• RRSP and DPSP programs
• Paid personal days
• Competitive vacation entitlement
• Paid time to volunteer in the community
• Ongoing training and professional development opportunities

Accommodation

Duliban Insurance Brokers Ltd. is committed to providing accommodations throughout the recruitment process in accordance with the Ontario Human Rights Code and the Accessibility for Ontarians with Disabilities Act (AODA). If you require accommodation at any stage of the hiring process, please let us know and we will work with you to meet your needs.

Artificial Intelligence (AI) Hiring Disclosure

Duliban Insurance Brokers Ltd. does not use artificial intelligence (AI) to screen, assess, or select applicants for employment. Every application and resume is reviewed by a member of our hiring team.

Equal Opportunity Employer

Duliban Insurance Brokers Ltd. is an equal opportunity employer. Employment decisions are based on qualifications, merit, and business needs. We are committed to fostering a respectful, inclusive workplace where equal employment opportunities are available to all applicants and team members.