Western - Commercial Lines - Farm & Commercial Broker

TW Insurance Services Ltd.; Wetaskiwin; Hybrid; CAD 53,000 - 72,000; Full time

Benefits offered by this job

Defined benefit pension

Licensing fees covered

LinkedIn Learning access

Flexible work-from-home options

Advancement opportunities

Job summary

TW Insurance Services Ltd. is seeking a Farm & Commercial Broker to manage a portfolio of farm and commercial properties across Western Canada. The role focuses on growing new business, servicing existing clients, and ensuring accurate policy administration.

Client relations, renewals, and claims support are core responsibilities, with a strong emphasis on regulatory compliance and market knowledge to advise customers effectively.

Qualifications

• Requires AIC license and minimum three years' experience in commercial property & casualty, commercial auto and farm insurance.
• Proven exceptional communication skills and ability to work with stakeholders at all levels.
• Strong time management, project management and organizational abilities.
• Intermediate knowledge of Microsoft Office Suite.

Responsibilities

• Attracts new business by building a sales pipeline and contacting clients through lead generation, including cross-selling.
• Provides comprehensive service to an assigned book of clients, assisting with renewals, policy changes and claims.
• Handles policy documents accurately, delivering renewals and invoices on time and maintaining records.
• Sends policy changes to insurers, monitors renewals and identifies gaps in coverage.
• Develops market knowledge to advise clients on risk fit and regulatory changes.

Skills

Sales

Communication

Time management

Project management

Organizational skills

MS Office

Education

AIC license

Tools

Microsoft Office

Job description

Reporting to the Senior Manager, Farm & Commercial, the Farm & Commercial Broker is responsible for offering insurance solutions for a portfolio of farm and commercial properties across Western Canada.

What You'll Do:

• 1. Attracts new business by building a sales pipeline and contacting clients provided through lead generation. This includes responding to clients' questions and initiating new business through incoming calls, and cross-selling initiatives.
• 2. Provides comprehensive service to an assigned book of clients, assisting with renewals, policy changes and claims assistance, responding to phone and email inquiries, and explaining policy details and changes, all while ensuring customer expectations are met.
• 3. Handles all policy-related documents with accuracy and efficiency, ensuring timely delivery of renewal documents and invoices. Maintain accurate records of client interactions and completed transactions.
• 4. Sends policy changes to insurance companies, ensures coverage accuracy, monitors renewals, issues binders and identifies gaps in coverage as needed.
• 5. Creates a trusting environment that fosters new sales opportunities and retention of existing business.
• 6. Follows all procedures and adheres to insurance regulations and company policies.
• 7. Develops commercial insurance market knowledge in order to assess where a risk will fit. Stay up to date with insurance market trends, product updates and regulatory changes to provide informed advice to clients.
• 8. Serves as a main point of contact for clients post-sale, assisting them with claims processes and any policy changes, resolving all customer inquiries, while ensuring the customer effort is minimized.
• 9. Performs other duties within competence, as assigned.

Let's Talk About You:

• 1. An AIC license is required.
• 2. A minimum of three years' experience in commercial property and casualty, commercial auto and farm insurance.
• 3. Exceptional communication skills and the demonstrated ability to deal effectively with all levels of internal and external stakeholders.
• 4. Superior time management, project management and organizational skills to manage competing priorities.
• 5. Intermediate knowledge of Microsoft Office Suite applications.

Working Conditions:

• 1. General office environment
• 2. Will be required to travel.

Salary Range: Min: $52,454 to $72,096

This position offers a competitive salary along with rewarding bonuses that recognize your dedication.

At the OTIP Group of Companies (OGC), we value transparency and take multiple factors into account when determining your starting salary, including your skills, experience, and alignment with the role as well as internal equity, while positioning you for continued growth and recognition over time.

Some of the Perks We Offer:

We offer best-in-class pension and benefits, total reward programs and comprehensive mental wellness support to set you up for every success in and outside of work. Here are just some of the reasons you'll love working here:

• Defined benefit pension plan for a financially confident retirement
• 100% coverage of approved continuing education and licensing fees
• Access to a wealth of learning resources, including LinkedIn Learning for professional development
• Flexible work-from-home and hybrid options
• Unlock your potential with opportunities for advancement

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