Personal Lines Sales Broker

3 weeks ago

Waterloo ON, Canada Ontario Teachers Insurance Plan Full time

Reporting to the Sales & Service Assistant Manager , The core parts of your role will be to:
Identifying customer needs to build on existing products which includes developing contact plans, introducing new products and services and quoting and marketing personal insurance business.
Creating a trusting environment that fosters new sales opportunities and retention of existing business.
Actively participating within the team unit and independently to continuously contribute to overall business improvement.
Accurately processing account changes, maintaining complete customer documentation, preparing correspondence, and documenting files for follow up.
Maintains accurate logs of quotes completed, sales completed, days worked and any other measurements pertaining to monthly reporting requirements.
Keeps updated on company underwriting guidelines and changing markets.
An AIC/RIBO license, or willing to obtain within the first 60 days of employment.
~3 days in office for the first 6 months
~ Other national licensing is considered an asset.
~ A minimum of three years’ experience, preferably in personal lines, automobile and property insurance.
~ Intermediate knowledge of Microsoft Office Suite applications. Preference given to candidates with experience using Epic, Salesforce and Company portals.

We offer best-in-class pension and benefits, total reward programs and comprehensive mental wellness supports to set you up for every success in and outside of work. Defined benefit pension plan for a financially confident retirement
~100% coverage of approved continuing education and licensing fees (including RIBOcourses in Ontario)
~ Flexible work-from-home and hybrid options
~ If you are interested in this opportunity, please apply online.
Upon individual request, we will endeavor to remove any barrier to the recruitment and selection processes and provide accommodations for persons with disabilities.

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