Sales Broker / Producer

Billyard Insurance; Welland; Hybrid; CAD 50,000 - 75,000; Full time

Job summary

A leading insurance company in the Niagara Region is seeking an Insurance Broker – Producer. This role focuses on generating new business across personal and commercial lines. Ideal candidates will have strong knowledge in the insurance industry, an active RIBO license, and a passion for client service. The position offers a commission-based environment, hybrid work opportunities, and comprehensive benefits.

Benefits

Comprehensive benefits including medical, vision, dental

3 weeks’ paid vacation in the first year

Birthday day off

Hybrid work from home / in-office environment

Retirement savings programs with company-matched RRSP contributions

Qualifications

• Minimum 2 years of experience in insurance sales or a high-performing customer service environment.
• Must hold an active RIBO license in good standing.
• Proven ability to generate leads, build relationships, and close sales.

Responsibilities

• Proactively generate personal and commercial insurance leads.
• Conduct needs assessments and recommend customized insurance programs.
• Prepare and present competitive quotes.

Skills

Understanding of personal insurance products

Effective use of Broker Management Systems

Proficient in Microsoft Office Suite

Ability to articulate insurance value

Persistence and results-oriented mindset

Education

High school diploma or equivalent

Bachelor’s degree in business, finance, or related field

CAIB or CIP designation

Tools

Broker Management Systems

Job description

Billyard Insurance Group (BIG) is a leader in the insurance industry, dedicated to building a culture that reflects our core values. At BIG, we Think BIG by exceeding expectations and creating lasting value for our clients, industry, and communities. We Act with Integrity by upholding honesty, transparency, and respect in everything we do. Our clients are at the center of our decisions as we embrace a Client First, Always mindset. We believe in the power of teamwork to Achieve More Together, combining strengths to deliver meaningful solutions. Finally, we Innovate with Purpose by leading the digital insurance revolution, consistently driving quality, enhancing client service, and empowering brokers.

With over 80 locations across Canada and recognition as one of Canada’s Top Growing Companies, BIG is shaping the future of insurance. Join us as we continue to redefine the industry with innovation, collaboration, and excellence.

The Insurance Broker – Producer is responsible for generating new business across both personal and commercial insurance lines. Operating in a commission-based environment, the Producer will identify opportunities through various sales channels—including walk-ins, referrals, digital leads, and community networking—and provide tailored insurance solutions to meet client needs. This role requires a driven, entrepreneurial mindset, strong industry knowledge, and a commitment to building long-term client relationships across both personal and commercial portfolios.

What does the Broker Producer Sales Broker do?

• Proactively generate personal and commercial insurance leads through digital outreach, referrals, networking, and community engagement.
• Conduct needs assessments for both individuals and businesses, recommending customized insurance programs based on risk exposure, budget, and regulatory requirements.
• Prepare and present competitive quotes using comparative rating tools and insurer portals for personal lines (home, auto, recreational) and commercial lines (property, liability, auto, contractors, retail, professional services, etc.).
• Negotiate with underwriters and insurers to secure optimal terms for clients while balancing pricing and coverage.
• Close new business and ensure all documentation and data is captured accurately within the Broker Management System (BMS).
• Maintain a deep understanding of insurer products, underwriting guidelines, and industry trends across both personal and commercial markets.
• Serve as a trusted advisor for personal and commercial clients, offering guidance throughout policy terms and responding to changes in coverage needs.
• Coordinate with the Corporate Account Management team for servicing support or manage policy servicing independently.
• Identify cross-sell opportunities between personal and commercial lines to enhance client value and retention.
• Maintain a consistent follow-up process to ensure client satisfaction, accuracy of coverage, and renewal readiness.
• Ensure all personal and commercial transactions meet internal compliance protocols, RIBO standards, and insurer underwriting guidelines.
• Submit complete and well-documented applications to minimize underwriting issues and reduce turnaround time.
• Proactively manage E&O risk by practicing ethical sales and maintaining detailed, accurate records.
• Stay up to date with market, carrier, and regulatory developments affecting personal and commercial insurance.
• Collaborate with support teams and leadership to deliver a seamless client experience.
• Attend training sessions and obtain CE credits to enhance your product knowledge and sales effectiveness across both lines of business.
• Contribute to a high-performance culture by sharing best practices and upholding BIG’s core values.

Does this sound like you?

• Strong understanding of personal insurance products (home, auto, recreational) and ability to articulate their value to diverse clients.
• Effective use of Broker Management Systems for quoting, policy administration, and client file management.
• Proficient in Microsoft Office Suite (Word, Excel, Outlook) to support proposal development, reporting, and client communication.
• Skilled in using comparative rating tools to deliver accurate and competitive insurance quotes.
• Maintains accurate records and ensures timely data entry in the brokerage management system to support compliance and reporting.
• Able to track sales metrics and conversion rates to measure pipeline health and inform growth strategies.
• Applies knowledge of compliance standards and licensing requirements to uphold regulatory and E&O standards.
• Comfortable using email, video calls, and digital platforms to engage clients and respond to inquiries.
• Prioritizes tasks and manages a busy sales pipeline efficiently and independently.
• Consistently puts the client’s needs first and develops solutions that are personalized, ethical, and value-driven.
• Demonstrates persistence, confidence, and a results-oriented mindset in achieving sales targets and acquiring new business.
• Clearly communicates complex insurance concepts to clients with professionalism, empathy, and clarity.
• Builds relationships based on transparency, confidentiality, and doing the right thing, even under pressure.
• Adjusts sales and service strategies to accommodate changing client needs and insurance market shifts.
• Resolves client and carrier challenges promptly and creatively, minimizing service disruptions.
• Shares knowledge and supports a team-oriented sales environment focused on shared success.
• Operates independently and maintains high performance standards without daily oversight or a pre-existing book.
• Represents the brokerage with confidence and polish in client and community interactions.

Qualifications:

• High school diploma or equivalent
• Minimum 2 years of experience in insurance sales or a high-performing customer service environment
• Must hold an active RIBO license (Registered Insurance Brokers of Ontario) in good standing
• Familiarity with personal insurance products and commercial insurance business.
• Proven ability to generate leads, build relationships, and close sales.
• Bachelor’s degree in business, finance, or related field an asset
• CAIB or CIP designation an asset
• Building a client base from the ground up is an asset.
• Demonstrated success in a commission-based or self-directed sales role an asset
• Experience using Broker Management Systems an asset

What We Offer:

• People-focused company culture
• Comprehensive benefits including medical, vision, dental, and Employee Assistance Program (EAP)
• 3 weeks’ of paid vacation in the first year of employment; 4 weeks’ in year 2
• Birthday day off
• Hybrid work from home / in-office environment
• Retirement savings programs, with company-matched RRSP contributions

Our Commitment to Diversity, Inclusion and Belonging:

Billyard Insurance Group is committed to building a transparent environment where everyone feels heard, welcomed, and included. We believe Diversity, Inclusion, and Belonging are fundamental in our vision to be the leading insurance platform in Canada. BIG is a proud, equal-opportunity workplace that is committed to equal employment opportunity regardless of race, colour, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, or gender identity.

Our Commitment to Accessibility:

Billyard Insurance Group is committed to developing an inclusive, barrier-free recruitment process and work environment. Should you require any accommodation, please inform us, and we will work with you to meet your accessibility needs. For any accessibility-related assistance, requests for information in accessible alternative formats, or to report any accessibility problems, please contact us at [e-mail] or 905.346.2190 ext. 10212.