Personal Lines Insurance Advisor

Brown & Brown; Markham; On-site; CAD 45,000 - 60,000; Full time

Job summary

A leading insurance provider in York Region is seeking an entry-level Group Personal Lines Sales & Service Broker for their Markham team. This role requires a focus on customer experience through managing phone metrics, providing quotes, and following up on leads. Candidates must possess a RIBO or OTL license and have over 1 year of experience in personal lines. A supportive team environment and opportunities for growth are emphasized.

Qualifications

• RIBO or OTL license mandatory.
• Over 1 year personal lines experience in sales or service.
• Advanced written and verbal skills to help manage customer expectations.

Responsibilities

• Manage phone queue metrics with your team.
• Provide exceptional customer experience on calls and through email.
• Handle renewals and inquiries with an insurance solution mindset.

Skills

Customer service experience

Organizational skills

Multitasking ability

Word processing skills

Problem-solving skills

Education

Post-Secondary Education

Tools

Microsoft Office

TAM or EPIC

Job description

Get AI-powered advice on this job and more exclusive features.

Direct message the job poster from Brown & Brown

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”.

• Seniority level: Entry level
• Employment type: Full-time
• Job function: Sales and Business Development
• Industries: Insurance