Sales & Service Insurance Advisor – Personal Lines

Brown & Brown Insurance; Markham; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading insurance company is seeking a Sales & Service Insurance Advisor for their Markham, Ontario office. The role involves providing exceptional customer service, managing performance metrics, and offering expert insurance consultations. Candidates must have a RIBO or OTL license and experience in personal lines sales or service. The position offers opportunities for professional growth in a supportive environment.

Benefits

Equal Opportunity Employer

Inclusive work environment

Qualifications

• RIBO or OTL license required.
• Experience in personal lines sales or service for over a year.

Responsibilities

• Manage phone queue metrics and ensure customer availability.
• Handle new business leads within service level standards.
• Provide insurance consultation and prepare quotes.
• Stay updated on market trends and insurance solutions.

Skills

Customer service

Organizational skills

Time management

Multitasking

Microsoft Office skills

Conflict resolution

Education

Post-Secondary Education

Tools

CRM software

TAM or EPIC

Job description

Overview

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Brown & Brown is seeking a Sales & Service Insurance Advisor, Personal Lines to join our growing team in Markham, Ontario!

The Sales & Service Insurance Advisor, Personal Lines will deliver exceptional customer service by managing team and individual performance metrics, handling new business and policy changes within service standards, and providing insurance solutions through expert consultation and up-to-date market knowledge.

Responsibilities

• Manage phone queue metrics with your team to ensure optimal availability for customers.
• Manage pipeline and quote metrics using CRM software.
• New business leads to be contacted within service level standards.
• Policy changes and inquiries handled within service level standards.
• Provide exceptional customer experience on the phone and through email.
• Prepare quotes for new business using ARS, Applied Rating Services, or company portals.
• Provide insurance consultation by recommending appropriate insurance coverage.
• Keeping current on carrier underwriting, marketplace trends and continuous education.
• Handle all customer touch points with an insurance solution mindset.

Licenses and Certifications

• RIBO or OTL license required

Skills & Experience to be Successful

• Post-Secondary Education
• Experience with TAM or EPIC is an asset.
• Prior customer experience training an asset.
• Over one-year personal lines experience in sales or service.
• Strong organizational and time management skills
• Ability to multitask using digital procedures and technology.
• Proficient in Microsoft Office – Outlook, Word, and Excel.
• Advanced written and verbal skills to help manage high customer expectations and to resolve conflicts.

The Power to Be Yourself

We are an Equal Opportunity Employer. Brown & Brown is committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.