Sales Broker

Jobgether; United States; Hybrid; USD 29,000 - 32,000; Full time

Benefits offered by this job

Remote work options

Hybrid and in-office options

Health and dental benefits

RRSP (retirement savings)

Paid time off and parental leave

Insurance discounts and employee perks

Wellness programs and assistance

Job summary

Jobgether is seeking an Insurance Sales Specialist to identify client needs and propose auto and property insurance solutions. You will manage calls, build product knowledge, and guide customers through pricing and coverage options.

The role emphasizes meeting sales targets while delivering excellent service, with opportunities to upsell and cross-sell, and training toward licensing where needed. Flexible work arrangements are available.

Qualifications

• High school diploma or equivalent required; post-secondary education is considered an asset.
• Demonstrated sales ability and a track record of achieving or exceeding sales objectives.
• Strong computer skills and the ability to navigate digital platforms, quoting systems, and customer relationship tools.
• Excellent verbal and written communication skills, with the ability to explain products and pricing clearly and confidently.
• Strong customer service skills and a client-focused approach to identifying needs and recommending appropriate solutions.

Responsibilities

• Identify customer needs, understand their circumstances, and recommend auto and property insurance solutions.
• Manage incoming customer calls and other communication channels while meeting sales targets and service standards.
• Build and maintain knowledge of insurance products, coverage options, pricing structures, and underwriting requirements.
• Accurately collect and enter customer information into quoting systems to generate insurance estimates.
• Present and explain premium estimates, policy features, and pricing to help clients make informed decisions.
• Convert qualified leads into sales by communicating product value and matching solutions to customer needs.
• Identify opportunities to upsell and cross-sell additional coverage for better protection.
• Respond to customer inquiries regarding policies, coverage, and claims processes.
• Maintain accurate customer records and follow underwriting guidelines and regulatory requirements.
• Collaborate with team members to improve product knowledge and sales effectiveness.

Skills

Sales ability

Computer skills

Verbal & written communication

Customer service

Multitasking

Team collaboration

Bilingual (French/English)

Insurance knowledge/license

Education

High school diploma

Post-secondary education asset

Tools

Quoting systems

CRM software

Job description

Accountabilities

- Identify customer needs, understand their circumstances, and recommend suitable auto and property insurance solutions.

- Manage incoming customer calls and other communication channels while meeting established sales targets and service standards.

- Build and maintain strong knowledge of insurance products, coverage options, pricing structures, and underwriting requirements.

- Accurately collect and enter customer information into quoting systems to generate appropriate insurance estimates.

- Present and explain premium estimates, policy features, coverage options, deductibles, and pricing to help clients make informed decisions.

- Convert qualified leads into sales by communicating the value of available products and matching solutions to customer needs.

- Identify opportunities to upsell and cross-sell additional coverage to provide more comprehensive protection.

- Respond to customer inquiries regarding policies, coverage, claims processes, and related insurance services.

- Maintain accurate customer records and follow established procedures, underwriting guidelines, and applicable regulatory requirements.

- Collaborate with team members and contribute to a positive, high-performing sales environment while continuously improving product knowledge and sales effectiveness.

Requirements

- High school diploma or equivalent required; post-secondary education is considered an asset.

- Demonstrated sales ability and a track record of achieving or exceeding sales objectives.

- Strong computer skills and the ability to navigate digital platforms, quoting systems, and customer relationship tools.

- Excellent verbal and written communication skills, with the ability to explain products and pricing clearly and confidently.

- Strong customer service skills and a client-focused approach to identifying needs and recommending appropriate solutions.

- Excellent multitasking, organizational, and time-management abilities, with the capacity to manage multiple customer interactions efficiently.

- Ability to remain calm under pressure, adapt to changing priorities, and maintain professionalism in a fast-paced environment.

- A positive, enthusiastic, and results-oriented mindset, with the motivation to learn, grow, and contribute to team success.

- Ability to work collaboratively while taking ownership of individual performance and sales targets.

- Fluency in both French and English is an asset.

- Previous insurance experience or an existing broker or general insurance agent license is welcome but not required. Candidates without insurance experience will receive training and support toward obtaining the Registered Insurance Brokers of Ontario (RIBO) license, where applicable.

Benefits

- Competitive base salary plus commission:
- Non-licensed candidates: Starting base salary of CAD $40,000 annually, plus commission, with a salary progression review after one year.

- Licensed candidates with at least one year of insurance industry experience: Starting base salary of CAD $45,000 annually, plus commission.

- Flexible work arrangements: Remote, hybrid, and in-office options, with candidates across Canada encouraged to apply.

- Comprehensive health coverage: Group health and dental benefits, along with additional insurance protection.

- Retirement savings: Company matching contributions through a registered retirement savings plan (RRSP).

- Paid time off: Paid vacation, sick days, and personal days, with additional paid parental leave offered as part of the broader benefits package.

- Insurance discounts: Exclusive employee discounts on personal, home, and auto insurance policies.

- Additional corporate discounts: Savings on gym memberships and selected products and services.

- Employee and family support: Access to a company-paid Employee and Family Assistance Program.

- Health and wellness: Wellness initiatives and programs designed to support employees’ overall well-being and work-life balance.

- Paid training and licensing support: Structured onboarding, ongoing training, and assistance in obtaining the required insurance broker license, where applicable.

- Career advancement: Continuous learning, professional development, employee recognition programs, and opportunities for internal growth.

- Supportive leadership and collaborative culture: A team environment that values employee feedback, recognizes contributions, and encourages new ideas.

- Community involvement: Opportunities to contribute time, skills, and creativity to community initiatives.