Insurance Broker

1 week ago

Mississauga, Ontario, Canada Ai Insurance Organization Inc. Full time

Ai Insurance Organization
Ai Insurance Organization is an award-winning insurance brokerage located in Mississauga, Ontario.

Our purpose is to meet the evolving needs of all our stakeholders (clients, teammates, insurance partners, suppliers, communities, and society as a whole) and create superior value by disrupting and creating new market segments for both industry and consumer.

We are growing our sales team and are looking for an experienced
Insurance Broker, also known as Insurance Account Executive

Job Purpose

Successful Behaviors

  • Persuasiveness/Sales ability
  • Negotiation skills
  • Client relationship development
  • Ability to effectively communicate ideas and information
  • Ability to influence prospects and clients
  • Teamwork and team membership
  • Delegation

Technical skills

  • Technical insurance skills in accordance with licensing requirements and competencies including:
  • insurance products knowledge
- legislative obligations
- claims processes and claims settlement

  • Literacy in technology and systems currently in use in the insurance industry (broker management systems and customer relationship management systems)

Key Result Areas / Essential Functions

Business Retention:
Management of a portfolio of business, with a particular emphasis on profitable growth.

Contribute to business retention activities including:

  • Maintaining client relationships
  • Insurance products.
  • Providing professional advice to clients in all matters affecting their Insurance program needs.
  • Presenting recommendations and options to clients; reaching an agreement and receiving instructions on their implementation.
  • Keeping clients fully briefed throughout the year on market trends and how they may be affected.
  • Maintaining regular personal and telephone contact with "A" list clients throughout the year.
  • Visiting other clients on an "as needed" basis.
  • Establishing and maintaining effective working relationships with the Insured and other individuals working within the Insurance market.
  • Policy Renewals
  • Gathering underwriting information from clients.
  • Obtaining renewal instructions from clients.
  • Negotiating terms with underwriters.
  • Preparing renewal documents ensuring finalization of new policies within timeframes and attaching applicable specifications to the proposal to form part of the document.
  • Ensuring that the issue of policy renewal documents, invoices, and collection of premiums are effected in accordance with agreed objectives.
  • Effectively plan renewal activity with Commercial Customer Service Representative.
  • Claims
  • Act on behalf of the client in the settlement of claims, in their best interests at all times.
  • Ensure timely and, wherever possible, favourable settlement of claims.

Business Development:


Development of a portfolio of business, with a particular emphasis on profitable growth, providing professional standards and consistency of advice.


  • Identification and development of new business prospects by keeping abreast of changes in the marketplace.
  • Contribute to new business activities

This includes:

  • Act as a professional broker ensuring client and company needs are protected at all times.
  • Provide professional advice to clients in all matters affecting their Insurance program needs.
  • Present recommendations and options to clients; reaching an agreement and receiving instructions on their implementation.
  • Implement sales plans by contacting prospective clients within the defined target market.
  • Attend to inquiries from potential clients.
  • Followup referred leads.
  • Conduct personal visits and maintain telephone contact with prospective clients.
  • Gather underwriting information from clients.
  • Obtaining a letter of appointment or of authority from clients.
  • Prepare requests for quotes for presentation to insurers.
  • Prepare proposals, recommendations, and quotations for clients.

Qualifications / Experience

  • RIBO licensed, in good standing with required continuing education (CE) hours.
  • Minimum 3 years commercial insurance experience (personal lines experience also considered an asset).
  • CAIB and industryrelated designations are considered a strong asset.
  • Postsecondary education considered an asset.

Teamwork

  • Work effectively with team/work group or those outside the formal line of authority (e.g. peers, senior managers) to accomplish organizational goals.
  • Develop with colleagues and insurers, recommendations and options to adequately and costeffectively meet client insurance needs.
  • Keep management and others informed appropriately and as required about work status.
  • Contribute to and monitor as required the development of client revenue budgets.
  • Monitor and develop the skills of junior staff wherever possible.
  • Take actions that respect the needs and contributions of others.
Should you require an accommodation to participate in our recruitment process, we will support you by considering your individ

  • Insurance Broker

    1 month ago

    Mississauga, Ontario, Canada Billyard Insurance Group Full time

    Billyard Insurance Group is attracting top insurance professionals and providing them with innovative technology, tools, and the support required to compete in the fast-changing insurance landscape. We are a rapidly growing insurance brokerage with over 60 locations across Canada. We're also proud to have been recognized on Insurance Business Canada's Top...

  • Insurance Broker

    1 week ago

    Mississauga, Ontario, Canada Billyard Insurance Group Full time

    Billyard Insurance Group is attracting top insurance professionals and providing them with innovative technology, tools, and the support required to compete in the fast-changing insurance landscape. We are a rapidly growing insurance brokerage with over 60 locations across Canada. We're also proud to have been recognized on Insurance Business Canada's Top...

  • insurance broker

    1 week ago

    Mississauga, Ontario, Canada Billyard Insurance Full time

    Education: Expérience: EducationSecondary (high) school graduation certificateTasksCalculate premiumsEstablish client insurance coverageEstablish method of paymentEnsure appropriate forms, medical examinations and other policy requirements are completedMonitor insurance claims and respond to clients' enquiriesProvide information concerning group and...

  • Insurance Broker

    1 week ago

    Mississauga, Ontario, Canada Billyard Insurance Full time

    Education: Secondary (high) school graduation certificate Experience: Will trainTasks: Ensure appropriate forms, medical examinations and other policy requirements are completed Establish client insurance coverage, calculate premiums and establish method of payment Monitor insurance claims and respond to clients' enquiries Provide information concerning...

  • Insurance Broker

    1 week ago

    Mississauga, Ontario, Canada Five Star Insurance Brokers LTD. Full time

    At Five Star Insurance, we are looking for an experienced Insurance Broker, RIBO license in good standing with 3-5 years of Insurance industry experience.About:Five Star Insurance is an insurance brokerage with clients across Canada. We take care of your total insurance needs and are specialists in Truck insurance, Business insurance, Manufacturers and...

  • Insurance Broker

    1 week ago

    Mississauga, Ontario, Canada Five Star Insurance Brokers LTD. Full time

    At Five Star Insurance, we are looking for an experienced Insurance Broker, RIBO license in good standing with 3-5 years of Insurance industry experienceAbout:Five Star Insurance is an insurance brokerage with clients across Canada. We take care of your total insurance needs and are specialists in

  • Insurance Broker

    1 week ago

    Mississauga, Ontario, Canada BIG - Billyard Insurance Group - Brampton Full time

    BIG Brampton brokerage, a renowned player in the insurance sector, is looking for a dynamic Insurance Broker to become part of our team.The perfect candidate should be dedicated to delivering exceptional customer service and possess a strong desire for sealing deals and acquiring new clients.Our sales producer role requ

  • Licensed Insurance Broker

    1 week ago

    Mississauga, Ontario, Canada Ai Insurance Organization Inc. Full time

    About Ai Insurance OrganizationLocated in Mississauga, Ontario, Ai Insurance Organization is an award-winning brokerage dedicated to disrupting the market and creating superior value in both commercial, personal and life lines of business. We're expanding our team and seeking high-calibre Insurance Brokers with a hunter mentality to drive business growth.Why...

  • Life & Health Insurance Broker

    1 week ago

    Mississauga, Ontario, Canada Billyard Insurance Group-Mississauga Full time

    Billyard Insurance Group is attracting top insurance professionals and providing them with innovative technology, tools, and the support required to compete in the fast-changing insurance landscape. We are a rapidly growing insurance brokerage with over 60 locations across Canada. We're also proud to have been recognized on Insurance Business Canada's Top...

  • Commercial Insurance Broker

    1 week ago

    Mississauga, Ontario, Canada Billyard Insurance Group Full time

    About the Job:Company description:Our brokerage has a great philosophy, motivate your staff to succeed and you will succeed as a brokerage. We put as much emphasis on you as a person as we do on the skills you bring to the table. There is something special about being an employee at BIG and we take that mindset into our hiring decision.BIG...

  • Insurance Broker Experienced

    1 week ago

    Mississauga, Ontario, Canada Steele Insurance Associates, Inc. Full time

    Our Mississauga-based client is currently looking for a polished and professional Commercial Lines Insurance Broker. The successful candidate will be responsible for the day-to-day activity involving clients, handling files, and maintaining retention targets regularly. Responsibilities also include: attaining premium growth, by up selling, and cross selling...

  • Personal Lines Insurance Broker

    1 week ago

    Mississauga, Ontario, Canada Billyard Insurance Group Full time

    Company description:Our brokerage has a great philosophy, motivate your staff to succeed and you will succeed as a brokerage. We put as much emphasis on you as a person as we do on the skills you bring to the table. There is something special about being an employee at BIG and we take that mindset into our hiring decision.BIG Opportunity:Looking for a...

  • Broker Business Development Coordinator

    1 week ago

    Mississauga, Ontario, Canada Echelon Insurance Full time

    About Us:Echelon Insurance provides Personal and Commercial Specialty Insurance solutions to protect Canadian families and businesses across Canada, through our trusted network of Broker partners.Echelon is a member of the CAA Club Group of Companies, and is an equal opportunity employer who offers a professional environment that champions collaboration,...

  • insurance broker

    1 week ago

    Mississauga, Ontario, Canada Insuranceland Inc. Full time

    Education: College/CEGEPExperience: 1 year to less than 2 yearsWork settingOn-site customer serviceTasksAssess potential institutional, business or individual client marketsCalculate premiumsEstablish client insurance coverageMonitor insurance claims and respond to clients' enquiriesProvide customer serviceProvide information concerning group and individual...

  • insurance broker

    1 week ago

    Mississauga, Ontario, Canada Insuranceland Inc. Full time

    Education: Expérience: EducationCollege/CEGEPWork settingOn-site customer serviceTasksAssess potential institutional, business or individual client marketsCalculate premiumsEstablish client insurance coverageMonitor insurance claims and respond to clients' enquiriesProvide customer serviceProvide information concerning group and individual insurance...

  • P&C Insurance Broker

    1 week ago

    Mississauga, Ontario, Canada MY HUNTER Full time

    My Hunter Insurance is hiring an Insurance Broker to join our growing team in Mississauga, OntarioAt My Hunter Insurance, we dedicate ourselves to cultivating long-lasting client relationships in the dynamic world of insurance and seek individuals who align with our values, morals, and work ethic. As an innovative brokerage, we pride ourselves in the...

  • P&C Insurance Broker

    1 week ago

    Mississauga, Ontario, Canada MY HUNTER Full time

    My Hunter Insurance is hiring an Insurance Broker to join our growing team in Mississauga, OntarioAt My Hunter Insurance , we dedicate ourselves to cultivating long-lasting client relationships in the dynamic world of insurance and seek individuals who align with our values, morals, and work ethic. As an innovative brokerage, we pride ourselves in the...

  • Insurance Associate

    1 week ago

    Mississauga, Ontario, Canada Echelon Insurance Full time

    About Us:Echelon Insurance provides Personal and Commercial Specialty Insurance solutions to protect Canadian families and businesses across Canada, through our trusted network of Broker partners. Echelon is a member of the CAA Club Group of Companies, and is an equal opportunity employer who offers a professional environment that champions collaboration,...

  • Insurance Advisor

    1 week ago

    Mississauga, Ontario, Canada Westland Insurance Full time

    Mississauga, ON, Canada Req #1574Tuesday, January 3, 2023We're searching for an Insurance Advisor. Are you searching for new possibilities? National Truck League a Westland Insurance Group Ltd company is growing and has a new opportunity for an Client Service Broker, Commercial Lines in our London or Mississauga office.Do you love to talk about insurance and...

  • Insurance Broker Experienced

    1 week ago

    Mississauga, Ontario, Canada Hiring Help Full time

    Our Mississauga-based client is currently looking for a polished and professional Commercial Lines Insurance Broker. The successful candidate will be responsible for the day-to-day activity involving clients, handling files, and maintaining retention targets regularly. Responsibilities also include: attaining premium growth, by up selling, and cross selling...