Personal Lines Insurance Broker

2 weeks ago

sudbury, Canada First Source Human Resource Solutions Full time

Company: Paul Ayotte Insurance Brokers Ltd


About Us: Paul Ayotte Insurance Brokers Ltd is a family-owned, independent general insurance brokerage with five offices in Northern Ontario. We pride ourselves on delivering exceptional customer service and professional insurance solutions to our community.


Position Overview: We are seeking a dedicated and proactive Personal Lines Insurance Broker to join our team. The successful candidate will be responsible for providing top-notch sales and customer service, assessing and fulfilling the insurance needs of our clients both in person, online, and over the phone.


Key Responsibilities:

  • Client Risk Management: Analyze client-specific risk exposures and recommend appropriate coverage solutions with a proactive, solutions-oriented approach.
  • Sales & Service: Quote and write new business for new and existing clients, while maintaining service levels for an assigned book of business.
  • Renewals & Endorsements: Review for accuracy and make necessary updates.
  • Cross-Selling: Identify opportunities to up-sell and cross-sell existing clients.
  • Claims Management: Submit and follow up on claims promptly and efficiently.
  • Account Management: Ensure overall account management and retention through renewal reviews and prompt response to service requests.
  • Customer Service: Deliver superior customer service while adhering to high professional standards and workflows.
  • Product Knowledge: Stay up-to-date with company partner products, offerings, and market intelligence.
  • Team Collaboration: Work effectively with internal colleagues to resolve issues or enhance service opportunities.
  • Industry Relationships: Develop and maintain strong industry relationships.
  • Target Achievement: Meet assigned production targets by increasing revenues with existing clients.
  • Follow-Ups: Maintain up-to-date follow-ups and activities.
  • Additional Duties: Perform various duties as assigned and support other team members as needed.

Qualifications:

  • RIBO licensed
  • Minimum of 2 years of experience as a Personal Lines Insurance CSR Broker
  • Experience with TAM/Epic is an asset
  • Strong verbal and written communication skills
  • Excellent organizational, time management, and attention to detail skills


Job Type: Full-time

Schedule: Monday to Friday

Work Location: In person


Why Join Us? At Paul Ayotte Insurance Brokers Ltd, we offer a supportive and collaborative work environment where your contributions are valued. Join our team and be part of a company that is committed to providing exceptional service and making a difference in the community.


How to Apply: Interested candidates are encouraged to submit their resume and cover letter outlining their qualifications and experience by email only, to jroach@firstsourcehr.ca. You must include the position title in the subject line to be considered.


Paul Ayotte Insurance Brokers Ltd is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

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