Personal Lines Service Broker

Duliban Insurance Brokers; Beamsville; On-site; CAD 40,000 - 80,000; Full time

Job summary

Join a dynamic and award-winning team at a leading insurance brokerage committed to exceptional client service and community roots. In this role, you'll leverage your expertise in personal lines insurance to provide quality support to clients, manage requests, and assist with claims. With a focus on professionalism and integrity, you'll collaborate across departments to ensure seamless service. Enjoy competitive compensation and a robust benefits package, including medical coverage, RRSP plans, and paid personal days. This is an exciting opportunity to grow your career in a supportive environment that values your contributions.

Benefits

Medical Coverage

Dental Coverage

Vision Coverage

Health Spending Account

RRSP Plan

Paid Personal Days

Competitive Vacation Entitlement

Paid Volunteer Time

Training Opportunities

Qualifications

• Valid RIBO license and 2+ years of personal lines insurance experience required.
• High degree of professionalism and excellent communication skills essential.

Responsibilities

• Provide quality service to personal lines clients and manage their requests.
• Assist clients in reporting claims and ensure smooth resolution.

Skills

Interpersonal Skills

Communication Skills

Attention to Detail

Multitasking

Education

RIBO License

2+ years in Personal Lines Insurance

Job description

Are you looking to establish a professional career in a growing industry? Are you seeking advancement and longevity in a dynamic, rewarding environment?

At Duliban Insurance, our tenets of honesty, integrity and hard work inform everything we do - we are committed to delivering exceptional client service in every interaction by combining innovative technology with our deep community roots. As a proud local business with a big vision, we're always looking for passionate individuals to join our award-winning Dream Team and grow with us!

Primary Responsibilities

• Maintain a valid RIBO license in good standing and fulfill all continuing education requirements.
  
• Provide quality service to personal lines clients, resolving discrepancies efficiently and respectfully by answering incoming calls, communicating digitally, or in person.
  
• Manage client requests from a variety of methods including policy changes, endorsements, and billing inquiries.
  
• Review policies and recommend coverage to clients based on individual needs.
  
• Assist clients in reporting claims and provide support throughout the claims process while liaising with insurance carriers to ensure smooth resolution.
  
• Respond to requests for policy documentation and clarifications, ensuring accurate and timely follow-up.
  
• Quote coverages and ensure clear communication of options, premium differences, and the value of different coverages.
  
• Oversee specialty products such as PAL, Hagerty, and Elite policies, ensuring proper handling and client education regarding these niche coverages.
  
• Collaborate with other departments, including sales, underwriting, and claims to provide seamless, team-based service experience.
  
• Uphold all company health and safety policies, ensuring a safe environment for all.
  
• Demonstrate professionalism and integrity in all client and colleague interactions, always ensuring confidentiality and trustworthiness.
  
• Participate in ongoing training, workshops, and development initiatives to enhance product knowledge, service skills, and regulatory understanding.
  
  
  

Requirements

Required Skills & Qualifications

• Possesses a valid RIBO license in good standing
  
• Minimum 2 years of experience in personal lines insurance or similar client-facing experience
  
• Demonstrates a high degree of professionalism and integrity
  
• Has excellent interpersonal and communication skills
  
• Works well within a team and independently
  
• Pays close attention to detail and multitasks with a high level of organization and accuracy
  
• Approaches learning and professional development with enthusiasm
  
• Ability to work full-time Monday through Friday, with rotating Saturday shifts
  

This is an on-site position and training will take place in Welland, Ontario.

Benefits

Duliban Insurance Brokers is an award-winning third generation brokerage that has been consistently named a top insurance workplace, winner of Brokerage of the Year (2019), and Lincoln’s Business of the Year (2022). With offices across Niagara and Haldimand, our team prides itself on helping clients find simple, affordable solutions to all their auto, home, business and farm insurance needs.

As a valued Dream Team Member, you receive:

• Competitive compensation
  
• A benefit package including medical, dental and vision coverage
  
• A health spending account to use at your discretion
  
• RRSP and DPSP Plan
  
• Paid Personal Days
  
• Competitive vacation entitlement
  
• Paid time to volunteer in the community
  
• Training and development opportunities
  

Become a valued member of the Duliban Dream Team and work alongside dedicated, motivated individuals committed to the communities we serve. Come and join us!