Personal Lines Broker

3 weeks ago

Burnaby, Canada Park Insurance Full time

WHO WE ARE

We are a dynamic independent insurance brokerage providing auto, personal lines and commercial insurance.  We operate three locations in Burnaby, BC.  Our family roots shine through in our commitment to our employees and our customers.  Learn more about our story.

WHO YOU ARE

As a Personal Lines Insurance Broker, you work hard to build long-term, professional relationships with current and potential clients. You communicate in a simple and easy to understand manner. You can capably and accurately present facts, choices, and useful advice, verbally and in writing, so that new and existing customers can make a confident and informed decision regarding their insurance needs.

  • Hold at minimum, a Level 1 Insurance Broker licence in British Columbia
  • At least 5 years experience in selling personal lines insurance
  • Proficient in MS Office (Word, Excel; Outlook); familiarity with EPIC Applied Systems an asset
  • Affinity for helping others; enjoy being part of a team; are comfortable working in a fast-paced, dynamic environment
  • Excited about contributing each day to the growth of Park Insurance, and your personal development

WHAT YOU’LL DO

Sales

  • Research, network, and develop personal lines insurance leads through a variety of methods; motivated and willing to conduct in-person and telephone sales
  • Evaluate the insurance needs of clients and prospects (ensuring no gaps or lapses in coverage)
  • Regularly follow-up with all prospects
  • Work with a team to establish and achieve your sales targets and develop new business
  • Work to grow your department and increase the profitability of the company as a whole

Customer Service

  • Determine each client’s needs, extent of present coverage, and long-term needs to determine the best insurance products to meet their needs
  • Review applications, renewal requests, and endorsements for accuracy, ensuring they are compliant with underwriting guidelines
  • Calculate premiums and rates; apply payments and/or refunds
  • Complete the binding, invoicing, premium collection, and file documentation of assigned accounts
  • Process cancellations; proactively inquire and document reasons for cancellation
  • Keep in touch with policy holders for changes, updates, new options, or problems with their coverage
  • Consistently document activities and attach correspondences daily in Park’s broker management system

HOW YOU’LL DO IT

  • Develop and maintain respectful, professional, and friendly working relationships with colleagues, company underwriters and anyone we do business with
  • Actively listen to colleagues’ suggestions; contribute to team meetings
  • Mentor others using your insurance expertise
  • Update your personal lines insurance knowledge through continuing education
  • Actively support Park’s participation in organizational culture, community events and industry events
  • Embrace Park’s core values of: Passion, Happiness, Innovation and Teamwork

WHAT WE OFFER

  • 5 days per week; Monday – Friday schedule; 50/50 Hybrid schedule (50% at our Head Office in Burnaby and 50% at home)
  • Competitive compensation and performance-based bonuses
  • 3 weeks paid vacation
  • Comprehensive medical plan (100%); Dental plan (80%)
  • Health and Wellness program; 10 sick days; 2 personal days; 20-minutes per day for wellness activities; coverage includes optometry, physiotherapy
  • Licensing fees are paid 100%
  • Employee discounts on home and auto insurance
  • Employee referral program
  • Educational reimbursement program; certification upgrades are paid 50% up front and remainder on successful completion
  • In-house education programs with a focus on personal development
  • Emphasis on career growth with opportunities for advancement
  • Positive, empowering, family atmosphere – quarterly challenges, biannual staff appreciation events, anniversary lunches and lots of other fun staff events

We will invest in you.  We will encourage and support your professional and personal development.

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