Sales Broker, Leads Provided - Personal Lines (ON) - (Pipeline Collection)

Ratehub.ca; Calgary; Remote; CAD 70,000 - 120,000; Full time

Job summary

Ratehub Inc. in Canada is seeking an Experienced Customer Service Broker to join our Insurance team in Ontario, offering a fully remote position. This role focuses on managing leads, quoting clients, and growing the insurance book with strong cross-selling.

You will work with a startup-minded team in a fast-paced environment. The ideal candidate holds a RIBO license with at least 1 year of personal lines insurance sales experience, is highly sales-driven, independent, ambitious, and adaptable,

Qualifications

• RIBO licensed with 1+ year of personal lines insurance sales experience.
• Experience with Applied Epic would be an asset.
• Highly sales driven - with the numbers to prove it!
• Independent, ambitious and competitive.
• Thrives in a fast-paced environment.
• Positive attitude.
• Looking to grow with a rapidly expanding company.
• Strong ability to multitask, prioritise, and manage time effectively.

Responsibilities

• Manage leads and provide quotes to prospective clients in a timely manner.
• Generate new business through existing networks and given leads.
• Excellent interpersonal skills, ability to quickly build trust and effectively understand customers’ needs and requirements, must be strong in closing and meeting sales target.
• Identify opportunities to drive customer value with cross selling/up selling.
• Recommend and explain coverages based on individual customer needs.
• Adhere to underwriting criteria set out by broker partners.

Skills

RIBO licensed

Sales driven

Independent

Ambitious

Competitive

Fast-paced

Time management

Multitasking

Education

RIBO licence

Tools

Applied Epic

Job description

WHO IS RATEHUB INC?

We’re a company on a mission - We are a unique Canadian Fintech that is the one stop shop for all financial needs of the consumer - Save, Spend, Borrow, Invest, and Protect. Every single team member, from product & engineering to sales & marketing, finance, operations, and everything in between is obsessed with one thing; helping Canadians make better financial choices. And we’re pretty great at it, too. Via our digital application technology and our award-winning in-house brokerages, we help over 2M Canadians per month make a positive impact on their finances. We have many unique businesses - a mortgage brokerage, a life insurance brokerage, a home and auto insurance brokerage, a mortgage originations and servicing business, a Financial Services Marketplace and a content business across Ratehub and MoneySense. 365 days a year we deliver our users the best online mortgage experience, personalized Credit Card and Loans options, and cheaper auto & home insurance policies than they typically get from their existing financial adviser.

Changing how people make financial choices isn’t easy, though. We know that achieving our mission is full of challenges; challenges that can be complex and often unexpected, but that are always interesting, rewarding, and fun to solve as a team. This is where you come in. We are on the hunt for the right kind of people to join us and help lead us forward to continued growth.

We’re looking for an Experienced Customer Service Broker to join our Insurance team in Ontario, (fully remote role) for a future position. Reporting to the Customer Service Broker Team Lead, the incumbent will have an exciting opportunity to join the fast growing Insurance brokerage for Ratehub - RH Insurance! The successful candidate will be motivated by working alongside a startup team, thrives in a fast paced environment, and is eager to grow with a rapidly expanding company.

Your Responsibilities

• Manage leads and provide quotes to prospective clients in a timely manner
• Generate new business through existing networks and given leads
• Excellent interpersonal skills, ability to quickly build trust and effectively understand customers’ needs and requirements, must be strong in closing and meeting sales target
• Identify opportunities to drive customer value with cross selling/up selling
• Recommend and explain coverages based on individual customer needs
• Adhere to underwriting criteria set out by broker partners

YOUR QUALIFICATIONS

• RIBO licensed with 1+ year of personal lines insurance sales experience. Brokerage experience is not required but an asset
• Experience with Applied Epic would be an asset
• Highly sales driven - with the numbers to prove it!
• Independent, ambitious and competitive
• Thrives in a fast-paced environment
• Positive attitude
• Looking to grow with a rapidly expanding company
• Strong ability to multitask, prioritise, and manage time effectively

CULTURE FIT:

• Members first - we prioritise the interests and needs of our members above all else. We solve member pain points and focus on member satisfaction. We start with members, and end with the P&L
• Growth mindset - we set ambitious goals and challenge the status quo. We take responsible risks and are accountable for our actions
• Better together - we are One team with One common goal. We make our footprint bigger than our foot, leave our egos at the door, support each other to achieve great results as One company.
• Run after problems - we tackle problems head on and focus on finding solutions. Obstacles are seen as opportunities for growth and innovation. We have the hard conversations and choose the harder right over the easier wrong. And we do it with a smile
• Measure Learn Iterate Innovate - we focus on getting things done. We measure what matters, iterate, learn, iterate many times in a data-driven way, which is how we will innovate

This job posting is not for a currently open vacancy but for a position anticipated to open sometime in the future.

AI technology is not used in the screening and assessment process of our recruitment.

The estimated compensation range for this position is $70,000 - $120,000 CAD.

Ratehub welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection process.