Personal Lines Insurance Advisor

Special Risk Insurance Managers Ltd.; Markham; On-site; CAD 45,000 - 55,000; Full time

Job summary

A leading insurance brokerage in Markham is seeking a Personal Lines Insurance Advisor to manage customer service and support activities. Responsibilities include managing phone queues, preparing quotes, and providing exceptional service. The ideal candidate will hold a RIBO or OTL license and have experience in personal lines sales. This is a full-time position with a focus on customer satisfaction.

Benefits

Inclusive work culture

Opportunities for ongoing education

Qualifications

• RIBO or OTL license mandatory.
• Over 1-year personal lines sales or service experience.
• Experience with CRM software for managing metrics.

Responsibilities

• Manage phone queue metrics to ensure optimal availability.
• Prepare quotes for new business using company portals.
• Provide exceptional customer service via phone and email.

Skills

Strong organizational and time management skills

Excellent written and verbal communication skills

Problem-solving skills

Ability to multitask and adapt to digital procedures

High energy and enthusiasm

Education

Post-secondary education

Tools

Microsoft Office (Outlook, Word, Excel)

TAM or EPIC

Job description

Personal Lines Insurance Advisor

Location: Markham, ON, CAN | Type: Full-time | Posted: 30+ days ago | Requisition ID: R24_0000002568

At Brown & Brown Canada, built on meritocracy, our company culture rewards self-starters and those committed to doing what is best for our customers. We are excited to offer an opportunity for a Group Personal Lines Sales & Service Broker to join our Markham team.

Responsibilities:

• Manage phone queue metrics to ensure optimal availability for members.
• Manage pipeline and quote metrics using CRM software.
• Contact new business leads within service level standards.
• Follow-up on warm web leads via phone.
• Provide exceptional customer service via phone and email.
• Prepare quotes for new business using ARS, Applied Rating Services, or company portals.
• Recommend appropriate insurance coverage through consultation.
• Stay current on carrier underwriting, marketplace trends, and ongoing education.
• Handle renewals and inquiries with an insurance solution mindset.

Qualifications:

• RIBO or OTL license mandatory.
• Post-secondary education.
• Experience with TAM or EPIC is an asset.
• Over 1-year personal lines sales or service experience.
• Strong organizational and time management skills.
• Proficient in Microsoft Office (Outlook, Word, Excel).
• Excellent written and verbal communication skills.
• Ability to multitask and adapt to digital procedures and technology.
• Problem-solving skills and a team-oriented approach.
• High energy, enthusiasm, and the ability to take on new challenges.

Our Culture & Commitment:

We are an Equal Opportunity Employer committed to fostering an inclusive environment. Our culture, guided by our DIB motto, "The Power to Be Yourself," rewards authenticity and diversity.

About Us:

Founded in 1939, Brown & Brown has grown into one of the world’s largest insurance brokerages, committed to trust, resilience, and delivering results. We value teamwork, integrity, and a shared mission of doing what is best for our customers.

If you are an existing Brown & Brown teammate, please apply through our internal career site.