Personal Lines Broker

Impact Recruitment

Perth Parish

On-site

CAD 45,000 - 59,000

Full time

24 hours ago
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Benefits offered by this job

Health and dental benefits
Employer pension matching
3 weeks vacation
6 personal days
Volunteer day
Pawreavement leave

Job summary

Impact Recruitment in Kincardine, ON is seeking a Personal Lines Broker to service an established book of business, advise clients on Home, Auto, and Property insurance, and support renewal activities. The role emphasizes servicing with opportunities for new business through referrals and existing relationships.

The position offers a stable office environment, comprehensive benefits, and growth potential within a community-focused brokerage.

Qualifications

  • Minimum 1 year of Personal Lines insurance experience.
  • Experience servicing an assigned book of business.
  • Experience with Home and Auto insurance.
  • Strong understanding of Personal Lines products and coverages.
  • Excellent customer service and communication skills.
  • Highly organized with strong attention to detail.
  • Ability to manage multiple priorities independently.
  • Comfortable identifying cross-selling and new business opportunities.
  • RIBO or OTL license is an asset.
  • EPIC experience is an asset.

Responsibilities

  • Manage and service an assigned Personal Lines book of business.
  • Provide clients with advice regarding insurance products, coverage, and options.
  • Handle Home, Auto, and Property insurance inquiries and servicing.
  • Process policy changes, endorsements, cancellations, and other client requests.
  • Prepare and submit applications, quotes, policy documentation, and proposals.
  • Review client coverage and identify opportunities for additional coverage or cross-selling.
  • Support renewal activities and proactively address client needs.
  • Handle client inquiries by phone, email, and other communication channels.
  • Assist clients with first reports of claims and follow up as required.
  • Build and maintain strong, long-term client relationships.
  • Ensure policies and documentation comply with regulatory and internal requirements.
  • Maintain accurate client records and notes within EPIC.
  • Manage daily workflow and prioritize transactions to ensure timely and accurate service.
  • Stay up to date on insurance products, coverage changes, legislation, and industry developments.

Skills

Personal Lines insurance experience
Book of business servicing
Home and Auto insurance knowledge
Customer service
Organization and attention to detail
Multitasking
Cross-selling and new business
RIBO or OTL license (asset)
EPIC experience (asset)

Tools

EPIC

Job description

Location Kincardine, Canada

Sector Insurance

Salary 45,000.00 CAD to 59,000.00 CAD per annum

This is a great opportunity for a Personal Lines Broker looking for a stable, community-focused brokerage environment where they can build strong client relationships while having the flexibility to pursue new business opportunities.

About the Opportunity

Our client is a well-established, mid-sized insurance brokerage with a strong presence across Ontario. They are looking for a Personal Lines Broker to join their Kincardine, ON office.

This is an excellent opportunity for a Personal Lines professional who enjoys building strong client relationships, managing an existing book of business, and providing knowledgeable advice acrossHome, Auto, and Property insurance.

The role is primarily service-focused, with the opportunity to participate in sales and generate new business.There are no assigned sales targets, allowing you to develop new business through referrals, family and friends, walk‑ins, and other opportunities.

What You'll Do
  • Manage and service an assigned Personal Lines book of business
  • Provide clients with advice regarding insurance products, coverage, and options
  • Handle Home, Auto, and Property insurance inquiries and servicing
  • Process policy changes, endorsements, cancellations, and other client requests
  • Prepare and submit applications, quotes, policy documentation, and proposals
  • Review client coverage and identify opportunities for additional coverage or cross‑selling
  • Support renewal activities and proactively address client needs
  • Handle client inquiries by phone, email, and other appropriate communication channels
  • Assist clients with first reports of claims and follow up as required
  • Build and maintain strong, long‑term client relationships
  • Ensure policies and documentation comply with regulatory and internal requirements
  • Maintain accurate client records and notes within EPIC
  • Manage daily workflow and prioritize transactions to ensure timely and accurate service
  • Stay up to date on insurance products, coverage changes, legislation, and industry developments
What We're Looking For
  • Minimum 1 year of Personal Lines insurance experience
  • Experience servicing an assigned book of business
  • Experience with Home and Auto insurance
  • Strong understanding of Personal Lines products and coverages
  • Excellent customer service and communication skills
  • Highly organized with strong attention to detail
  • Ability to manage multiple priorities independently
  • Comfortable identifying cross‑selling and new business opportunities
  • RIBO or OTL license is an asset
  • EPIC experience is an asset
Compensation & Benefits
  • $45,000–$59,000 base salary, based on experience
  • Commission opportunities on the book of business serviced
  • Additional commission opportunities through new business
  • Health and dental benefits
  • Employer pension matching
  • 3 weeks vacation
  • 6 personal days
  • Volunteer day
  • Pawreavement leave
  • Opportunities for continued professional growth and development
Why Consider This Opportunity?
  • Join an established brokerage with a strong community presence
  • Work in a collaborative and supportive office environment
  • Manage an established Personal Lines book of business
  • Service-focused role with no mandatory sales targets
  • Opportunity to earn additional income through commissions
  • Strong benefits and paid time off
  • Opportunity to continue developing your insurance career

We believe diverse teams build stronger companies, and we welcome applicants from all backgrounds, experiences, and perspectives.

To be considered, applicants must be legally entitled to work in Canada, including holding any required permits.

Our recruitment services are always free for job seekers.

Accommodation is available upon request throughout all stages of the recruitment process.

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