Senior Insurance Broker (Winnipeg)

CAA Club Group; Winnipeg; On-site; CAD 55,000 - 75,000; Full time

Job summary

CAA Club Group is seeking an onsite Broker in Winnipeg. The role involves providing Property, Casualty, Travel Medical, and Auto insurance services, assisting clients with quotes and policy updates, and educating them about coverage options. A minimum of 5 years in the insurance industry and a General Insurance License Level 2 are required. The position values strong analytical, customer service, and sales skills. This is a full-time role located in Winnipeg, Manitoba.

Qualifications

• Minimum of 5 years of related work experience in the insurance industry.
• Strong problem-solving abilities in a fast-paced environment.
• Looking for experienced individuals that can help support Winnipeg locations.

Responsibilities

• Acts as an onsite Broker to assist other Brokers and Supervisors.
• Provides insurance advice, handles policy updates and assists clients.
• Educates clients on coverage differences and special limitations.

Skills

Strong analytical skills

Customer service skills

Sales skills

Education

Post-secondary education in insurance or business

General Insurance License Level 2

Tools

Broker management system (EPIC preferred)

Microsoft Office applications

Job description

Position Details

• Acts as an onsite Broker to assist other Brokers and Supervisors as needed, supporting learning and growth for the team.
• Provides Property, Casualty, Travel Medical and Auto insurance services and professional insurance advice to existing customers and prospects through multiple forms of communication within broker authority level.
• Provides insurance advice, handles policy updates, and inputs changes into the insurance software while documenting them in the agency management system.
• Logs in to the customer assistance telephone queue and provides assistance regarding quotes, changes, amendments, and inquiries for new business and existing clients.
• Using proper questioning and sales techniques, provides property insurance quotations and applies all appropriate pre‑qualification and underwriting guidelines while using evaluation software.
• Educates the client by explaining the difference in coverage along with special limitations provided by each Insurance provider and packages.
• Assists in improving customer retention and service levels through first call resolution and direct customer contact.
• Adheres to all legal insurance requirements, Insurance Act, and Insurance Code of Ethics.
• Demonstrates daily the Core Values & Behaviours / Service Principles of CCG and promotes all CAA products and partnerships.
• Accepts payments according to procedures and processes endorsements as required.
• Ensures open communication with all underwriting companies and forwards all pertinent documents.
• Closes and balances cash drawer as required.
• Meets the expectations of a Broker Audit and Quality Assurance program.
• Performs other job‑related duties as assigned.

Who You Are

• Post‑secondary education in insurance or business‑related field preferred.
• General Insurance License Level 2 of higher from the Insurance Council of Manitoba.
• Strong analytical, customer service, and sales skills.
• Working knowledge of a broker management system, EPIC preferred, Microsoft Office applications.
• Minimum of 5 years of related or similar work experience within the insurance industry.
• Demonstrated strong problem‑solving abilities in a fast‑paced environment.
• Looking for experienced individuals that can help support our Winnipeg locations.

Our Commitment

We are an equal opportunity employer and are committed to providing employment accommodation in accordance with all applicable Provincial Human Rights and Accessibility Legislation. CCG will provide accommodations to job applicants with disabilities throughout the recruitment process. If you require an accommodation, please notify us and we will work with you to meet your needs.