Insurance Broker, Service

3 days ago

Vancouver British Columbia BB, British Columbia, Canada Southampton Financial Inc Full time

Our Mission: Bring Clarity to Insurance


Southampton Financial is a value-added strategic investor in the Canadian property and casualty distribution space. We recently became the majority owner of Alteri in addition to acquiring Onlia Insurance and aha insurance in recent months. Our goal is to build the insurance brokerage of the future by combining leading-edge technology with high-quality brokers catering to the overall insurance needs of Canadians by providing them with customized solutions to suit their individual needs.


At Southampton Group of Companies, we're not just merging companies; we're fusing expertise, innovation, and a relentless commitment to excellence. Our purpose is clear: to disrupt the insurance landscape in Canada. As we assemble a team of industry heavyweights, our goal is to make this vision a reality. In our collaborative, fast-paced, and agile environment, we strongly believe in empowering every member of our team to take ownership of their role. Together, we're dedicated to building a best-in-class experience for our customers.

Join us today and become part of a forward-thinking company that values innovation, customer-centricity, and employee growth. Help shape the insurance landscape offering clients the protection they need with a personalized touch. Apply now and embark on a rewarding career in the insurance industry This isn’t your ordinary Insurance Company As a Top 3 Insurance Agency in Vancouver and Top 10 in Canada, our Vancouver office is committed to providing a fast-paced, dynamic work environment where you can thrive.


We are seeking a Level 2 Insurance Advisory professional to join our dynamic team in based out of our Yaletown location. As an Insurance Broker, Service, you will play a crucial role in providing personalized and comprehensive insurance solutions to our valued clients, ensuring their peace of mind and financial protection.


Key Accountabilities:

KA1 Build and maintain strong relationships with clients by understanding their insurance needs and providing exceptional customer service. You will be working with our high-performing team supporting our top-end brokers.

KA2 Conduct thorough assessments of client's insurance requirements, analyze their existing coverage, and recommend appropriate insurance solutions to address their unique needs

KA3 Handle policy endorsements, renewals, and policy adjustments promptly and accurately, ensuring compliance with insurance regulations and company guidelines.

KA4 Assist clients in the claims process, acting as a reliable point of contact and guiding them through the necessary steps to ensure a seamless claims experience.

KA5 Stay up-to-date with the latest insurance products, industry trends, and regulatory changes to effectively educate and advise clients on available coverage options.

KA6 Identify opportunities to upsell or cross-sell additional insurance products that align with the client's needs, increasing customer satisfaction and company revenue.

KA7 Maintain accurate and organized client files, ensuring all interactions and transactions are properly documented in compliance with company policies and procedures.

KA8 Collaborate with a team of insurance professionals, sharing knowledge, providing support, and contributing to a positive and inclusive work environment.


Qualifications and Competencies:

  • Post-secondary education and/or equivalent on the job experience
  • 2+ years’ experience in the insurance industry, in personal and/or commercial lines insurance
  • Must have either your General Insurance License Level 2 (or higher) in British Columbia or Alberta and be willing to obtain a license for whichever province your current license not already held.
  • Strong understanding of insurance products, regulations and best practices.
  • Exceptional customer service skills with a genuine passion for helping others and providing personalized insurance solutions tailored to our clients.
  • Excellent verbal and written communication skills
  • Detail-oriented and adept at managing multiple tasks simultaneously, ensuring accuracy and meeting deadlines in a fast-paced environment.
  • A collaborative mindset, working effectively within a team to achieve shared goals while fostering a positive and supportive work culture.
  • Proficiency with computer applications including EPIC (Broker Management System).
  • able to work hybrid if required


Working for Us:

Our mission is to cultivate a workforce that is diverse and inclusive, with an unwavering commitment to creating an open, equitable, and respectful workplace for all. We are deeply dedicated to fostering an environment where every individual is genuinely respected, included, and empowered to contribute their unique perspectives and talents.

We encourage submissions from candidates who represent the various dimensions of diversity. We are committed to providing barrier-free and accessible employment practices.

We are an equal-opportunity employer and provides accommodations upon request to ensure all candidates feel comfortable and supported throughout the selection process.

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