Personal Lines Broker — Build Lasting Client Relationships

Collectivfide Insurance Brokers Inc.

Guelph

On-site

CAD 60,000 - 90,000

Full time

5 days ago
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Benefits offered by this job

Health and dental benefits
Employer pension matching
Generous vacation time
Personal days
Volunteer days
Pawreavement leave

Job summary

Ostic Group in Guelph is seeking a full-time Personal Lines Broker to join our local team. You will service and maintain an assigned Personal Lines book, manage quotes, new business, renewals, endorsements, remarkets, policy changes, and cancellations, while acting as a trusted advisor to ensure clients have the right protection.

You will document actions in the system for accurate records, stay current on products and underwriting guidelines, handle claims with empathy, comply with RIBO

Qualifications

  • RIBO license required.
  • Minimum 1 year of Personal Lines Broker experience.
  • Proven experience servicing and managing an assigned book of business.
  • Strong knowledge of Personal Lines insurance products, markets, and underwriting practices.
  • Excellent communication and relationship-building skills, with a focus on putting the client first.
  • Strong attention to detail, organization, and follow-through.
  • Working knowledge of Applied EPIC is an asset.

Responsibilities

  • Service and maintain an assigned Personal Lines book of business.
  • Manage the full client lifecycle, including quotes, new business, renewals, endorsements, remarkets, policy changes, and cancellations.
  • Conduct detailed reviews of risk and underwriting information to ensure accuracy and optimal insurance solutions for clients.
  • Document all required action in the system to ensure complete and accurate records, mitigating E&O exposures for the brokerage.
  • Ensure compliance with carrier binding authorities and RIBO regulations.
  • Build trusted client relationships by providing knowledgeable, personalized advice and ensuring clients have the right coverage.

Skills

RIBO license
Personal Lines experience
Client relationship skills
Communication skills
Detail-oriented

Tools

Applied EPIC

Job description

Ostic Group in Guelph is seeking a full-time Personal Lines Broker to join our local team. You will service and maintain an assigned Personal Lines book, manage quotes, new business, renewals, endorsements, remarkets, policy changes, and cancellations, while acting as a trusted advisor to ensure clients have the right protection.

You will document actions in the system for accurate records, stay current on products and underwriting guidelines, handle claims with empathy, comply with RIBO

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