Insurance Broker
2 weeks ago
Alteri Insurance’s Mission: Bring Clarity to Insurance
Southampton Financial is a value-added strategic investor in the Canadian property and casualty distribution space. We are the majority equity owner of Alteri Insurance and have acquired 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 Alteri Insurance 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, Alteri is committed to providing a fast-paced, dynamic work environment where you can thrive.
Alteri Insurance is seeking a Level 2 Insurance Advisory professional to join our dynamic team in based out of our Yaletown location. As an Insurance Broker and Client Support, 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 Accountable for managing and maintaining a portfolio of complex commercial
insurance policies.
KA2 Manages high-value personal lines policies, ensuring clients receive tailored
insurance solutions.
KA3 Responds to client requests and inquiries in a prompt and professional manner.
KA4 Analyzes, counsels, and recommends coverage to clients with the highest level of
integrity.
KA5 Ensures adherence to internal and external underwriting rules, regulations, and
procedures.
KA6 Provides cross-sell and upsell recommendations to existing clientele.
KA7 Collects expiry dates on other lines of business from existing clientele.
KA8 In-depth understanding of various insurance providers’ underwriting rules, product
features, and benefits.
KA9 Knowledgeable and proficient in using Epic and various insurer company portals.
KA10 Responds to insurance company underwriters in a timely manner.
KA11 Actively supports the team by answering coverage-related questions and providing
guidance on different types of insurance.
KA12 Actively participates in training initiatives.
Qualifications and Competencies:
- Post-secondary education and/or equivalent on the job experience
3+ years’ experience in the insurance industry, with complex commercial insurance policies and high-value personal lines
- Must have your General Insurance License Level 2 (or higher) in British Columbia.
- 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.
- High level of integrity and excellent work ethic.
- Ability to prioritize and manage conflicting demands independently.
- Proficiency with computer applications including EPIC (Broker Management System).
WORKING AT ALTERI INSURANCE
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.
Alteri Insurance is 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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Insurance Broker
2 weeks ago
Vancouver, British Columbia, British Columbia, Canada Alteri Full timeAlteri Insurance’s Mission: Bring Clarity to Insurance Southampton Financial is a value-added strategic investor in the Canadian property and casualty distribution space. We are the majority equity owner of Alteri Insurance and have acquired Onlia Insurance and aha insurance in recent months. Our goal is to build the insurance brokerage of the future by...
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