Personal Lines Insurance Broker

Collectivfide Insurance Brokers Inc.; Burlington; On-site; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Competitive compensation

Health and dental benefits

Employer pension matching

Generous vacation time

Paid sick and personal days

Volunteer days

Commission opportunities on new бизнес

Support for industry courses and CE

Career development and advancement

Strong relationships with insurance市场

Family-friendly workplace

Job summary

Utter Morris Insurance Brokers in Burlington is seeking a full-time Personal Lines Insurance Broker. You will manage day-to-day needs for personal lines clients, build relationships, and take ownership of your accounts.

You will prepare quotes, handle renewals, assess risks, and work with carriers to ensure optimal coverage. A strong client-service mindset and understanding of personal lines is essential, with Applied EPIC experience a plus.

Qualifications

• Active RIBO license required.
• Previous personal lines brokerage experience.
• Strong verbal and written communication skills.
• Ability to manage a book of business and prioritize.

Responsibilities

• Manage a portfolio of personal lines clients and provide responsive, knowledgeable service.
• Prepare quotes and handle new business, renewals, endorsements, policy changes, and other account activity.
• Review client information and underwriting documentation for accuracy and completeness.
• Assess client risks and recommend coverage that fits their needs.
• Work directly with insurance carriers and advocate for clients when issues arise.
• Review accounts and identify opportunities for additional coverage or improved solutions.
• Generate new business through referrals, existing client relationships, cross-selling, and up-selling.
• Remarket accounts to ensure clients have competitive coverage and pricing.
• Report claims and help clients navigate the claims process from start to finish.

Skills

RIBO license

Client relationships

Communication skills

Organization

Time management

Proactive mindset

Independence

Applied EPIC

Tools

Applied EPIC

Job description

At Utter Morris Insurance Brokers, we believe insurance is ultimately about people. We’ve been part of the Burlington community for nearly a century, and since 1927, our family-owned brokerage has built its reputation on strong relationships, personal service, and doing right by our clients.

We’re a mid-sized brokerage with a close-knit team. We take our work seriously, support each other, and make sure there’s time to enjoy the people we work with and celebrate our successes.

We’re looking for a full-time Personal Lines Insurance Broker to join our team. This is a client-facing role for someone who enjoys building relationships, providing thoughtful insurance advice, and taking ownership of their accounts.

The Role

You’ll be responsible for looking after the day-to-day needs of personal lines clients while also helping identify opportunities to strengthen and grow our book of business.

Your responsibilities will include:

• Managing a portfolio of personal lines clients and providing responsive, knowledgeable service
• Preparing quotes and handling new business, renewals, endorsements, policy changes, and other account activity
• Reviewing client information and underwriting documentation for accuracy and completeness
• Assessing client risks and recommending coverage that fits their individual needs
• Working directly with insurance carriers and advocating for clients when issues arise
• Reviewing accounts and identifying opportunities for additional coverage or improved solutions
• Generating new business through referrals, existing client relationships, cross-selling, and up-selling
• Remarketing accounts when appropriate to ensure clients have competitive coverage and pricing
• Reporting claims and helping clients navigate the claims process from start to finish
• Following up on outstanding requests and keeping accounts organized and current
• Maintaining accurate information in carrier portals and Applied EPIC
• Developing strong working relationships with our insurance markets
• Keeping informed about changes to products, underwriting requirements, and the insurance marketplace
• Working with colleagues to create a consistent and positive client experience

What Makes You a Great Fit?

The right person for this position will be someone who is comfortable taking ownership of their work, enjoys interacting with clients, and can balance service, accuracy, and business development.

You’ll ideally have:

• An active RIBO license
• Previous personal lines brokerage experience and familiarity with managing a book of business
• Strong verbal and written communication skills
• A natural ability to build and maintain client relationships
• Knowledge of personal lines insurance products and basic underwriting principles
• Excellent organization and attention to detail
• The ability to manage changing priorities and deadlines
• A proactive approach to finding solutions and following through
• The ability to work independently while being a supportive member of the team
• Experience with Applied EPIC is an asset

What You Can Expect From Us

We want our employees to have the tools, support, and opportunities they need to build a long-term career with us.

Our total rewards package includes:

• Competitive compensation
• Health and dental benefits
• Employer pension matching
• Generous vacation time
• Paid sick and personal days
• Volunteer days
• Commission opportunities on new business
• Support for industry courses and continuing education
• Opportunities for career development and advancement
• Strong relationships with our insurance markets
• A family-oriented workplace with a long-standing commitment to our employees
• Pawreavement Leave - because we know pets are family, too

Our Approach to Compensation

We believe compensation should be straightforward and transparent.

The salary range for this position is based on the experience, knowledge, skills, and responsibilities associated with the role. Where a successful candidate falls within the range will depend on their individual qualifications and relevant experience.

Candidates with significant directly related experience will generally be considered around the midpoint or higher. Candidates who are earlier in their career or continuing to develop their experience may start below the midpoint, with opportunities to progress as they take on additional responsibilities and demonstrate continued growth and performance.

Your individual compensation will ultimately reflect your experience, qualifications, skills, and the contributions you bring to Utter Morris.

Our Commitment to Accessibility

Utter Morris Insurance Brokers is committed to maintaining an inclusive, accessible, and barrier-free workplace. If you require accommodation at any point during the recruitment process, please let us know. We will work with you to understand and accommodate your individual needs.