Personal Lines broker

A-Kan Insurance | Proud member of Canadian Broker Network

Oakville

On-site

CAD 60,000 - 85,000

Full time

32 hours ago
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Job summary

A-Kan Insurance, a Proud member of the Canadian Broker Network, is seeking a Personal Lines Broker to join our Oakville, ON team. The role focuses on advising clients on home, auto, and personal coverage, assessing risk, and tailoring policies to meet client needs.

The on-site, full-time position requires handling inquiries, quotes, new business, renewals, and endorsements while maintaining precise client records and collaborating with insurers to ensure best terms.

Qualifications

  • Strong client service and relationship-building skills, with the ability to communicate clearly and provide professional advice.
  • Solid organizational and time-management abilities, including attention to detail and accurate documentation.
  • Familiarity with insurance management systems and MS Office tools for day-to-day tasks.
  • Knowledge of personal lines insurance products and underwriting principles, able to explain coverage options clearly.
  • Analytical skills to assess risk, interpret policy wording, and resolve client or billing issues.

Responsibilities

  • Advise personal insurance clients on home, auto, and other personal coverage; assess risks and tailor products.
  • Respond to client inquiries, prepare quotes, process new business, renewals and endorsements.
  • Maintain accurate client records in brokerage systems and liaise with insurers.
  • Negotiate terms with insurers and stay current on product changes and underwriting guidelines.
  • Engage in proactive client outreach and cross-selling to support service goals.

Skills

Client service
Relationship-building
Time management
Communication
Problem solving
Attention to detail
Digital communication
Analytical thinking

Education

RIBO license

Tools

MS Office
Insurance management systems

Job description

Company Description A-Kan Insurance, a proud member of the Canadian Broker Network, provides expert insurance advice to both individuals and businesses. With more than 15 years of industry experience, the firm is committed to delivering professional guidance and tailored solutions that meet diverse client needs. As a trusted brokerage, A-Kan Insurance focuses on building long-term relationships through integrity, transparency, and service excellence. Team members benefit from a collaborative environment that values professional growth and customer-centric thinking.

Role Description The Personal Lines Broker is a full-time, on-site role based in Oakville, ON. This position is responsible for advising personal insurance clients, including home, auto, and other personal coverage, by assessing risks, recommending appropriate products, and ensuring policies meet client needs. Day-to-day tasks include responding to client inquiries, preparing quotes, processing new business, renewals, and endorsements, and maintaining accurate client records in brokerage systems. The broker will liaise with insurers to negotiate terms, resolve billing or claims issues, and stay current on product changes and underwriting guidelines. The role also involves proactive client outreach, cross-selling opportunities, and contributing to a positive, service-oriented team culture.

Qualifications

  • Strong client service and relationship-building skills, with the ability to communicate clearly, listen actively, and provide professional advice.
  • Solid organizational and time-management abilities, including attention to detail, accurate documentation, and the capacity to handle multiple priorities.
  • Comfort with technology and insurance management systems, including proficiency in standard office software (e.g., MS Office) and digital communication tools.
  • Knowledge of personal lines insurance products and underwriting principles, with the ability to explain coverage options and policy terms in plain language.
  • Analytical and problem-solving skills to assess risk, interpret policy wording, and resolve client or billing issues efficiently.
  • Relevant licensing or registration as required by provincial regulations (e.g., RIBO license), and commitment to ongoing professional development.
  • Prior experience in a brokerage, insurance, or financial services environment is an asset; experience in personal lines insurance is strongly preferred.
  • Ability to work effectively on-site in Oakville, ON, collaborating with colleagues and contributing to a respectful, inclusive workplace.
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