Personal Lines Insurance Advisor

Special Risk Insurance Managers Ltd.; Markham; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading company in the insurance sector is seeking a Personal Lines Insurance Advisor in Markham, ON. The advisor will manage phone queues, provide exceptional customer service, and prepare quotes for new business. This full-time role requires a RIBO or OTL license and experience in personal lines sales or service.

Qualifications

• RIBO or OTL license mandatory.
• Over 1-year personal lines experience in sales or service.
• Experience with TAM or EPIC is an asset.

Responsibilities

• Manage phone queue metrics for optimal availability.
• Provide exceptional customer experience on the phone and through email.
• Prepare quotes for new business using company portals.

Skills

Organizational skills

Time management

Problem solving

Customer service

Teamwork

Communication skills

Education

Post-Secondary Education

Tools

CRM software

Microsoft Office

Job description

Personal Lines Insurance Advisor page is loaded

Personal Lines Insurance Advisor

Apply locations Markham, ON, CAN time type Full time posted on Posted 30+ Days Ago job requisition id R24_0000002568

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Brown & Brown Canada has an exciting opportunity available for a Group Personal Lines Sales & Service Broker to support our Markham team!

HOW YOU WILL CONTRIBUTE:

• Manage phone queue metrics with your team to ensure optimal availability for members.

• Manage pipeline and quote metrics using CRM software.

• New business leads to be contacted within service level standards.

• Follow-up phone calls on warm web leads.

• Provide exceptional customer experience on the phone and through email.

• Prepare quotes for new business using ARS, Applied Rating Services, or company portals.

• Provide insurance consultation by recommending appropriate insurance coverage.

• Keeping current on carrier underwriting, marketplace trends and continuous education.

• Handle renewals and inquiries with an insurance solution mindset.

LICENSE AND CERTIFICATIONS:

• RIBO or OTL license mandatory

SKILLS AND EXPERIENCE TO BE SUCCESSFUL:

• Post-Secondary Education

• Experience with TAM or EPIC is an asset.

• Prior customer experience training an asset.

• Over 1-year personal lines experience in sales or service.

• Strong organizational and time management skills

• Ability to multitask using digital procedures and technology.

• Proficient in Microsoft Office – Outlook, Word, and Excel.

• Advanced written and verbal skills to help manage high customer expectations and to resolve conflicts.

• Ability to identify challenges and overcome them through problem solving and using a teammate approach.

• Take on new opportunities and tough challenges with a sense of urgency, high energy & enthusiasm.

The Power to Be Yourself

We are an Equal Opportunity Employer. Brown & Brown is committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.

Welcome

We think of ourselves as a team, so we have teammates - not employees. We strive to attract people who are competitive, driven, and disciplined. Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

About Us

Founded in 1939 as a small, two-partner firm, Brown & Brown (NYSE: BRO) and our team of companies have grown into one of the world’s largest insurance brokerages while staying true to our foundation of trust, resilience, and delivering results. With a team that is as connected locally as it is globally, our high-performing, highly collaborative team delivers innovative risk and insurance solutions.

We look for individuals who embrace our culture, thrive in a collaborative environment, are driven to grow and succeed, and are committed to always doing what is right. With a unique culture built on integrity, superior capabilities and grit, we value teamwork, trust and courage. We think of ourselves as a team, so we have teammates—not employees, and leaders—not managers. Everything we do is about the greater “WE”—never “me.”While diverse in abilities and experience, we are all connected through our core values, a commitment to our local communities and a shared mission—always doing what is best for our customers.

If you are an existing Brown & Brown teammate, please click here to apply to a job on our internal career site.