Insurance Broker

In your position as a broker team member, you will play a key role in guiding customers through tailored insurance solutions while delivering an exceptional, transparent buying experience. You will work closely with senior management and the sales team, using modern digital tools to engage customers, explain coverage options, and support them throughout the policy lifecycle, including claims navigation.Obvi offers a flexible, primarily remote work environment with opportunities for in-office collaboration. This role is ideal for a motivated, tech-savvy broker who enjoys high-volume customer interaction and thrives in a growing, niche insurance business.Core ResponsibilitiesProficient in modern sales methods and consultative selling techniquesHighly proficient with computer software, including systems such as Microsoft 365 (Outlook, Teams, Excel) and various CRM/BMS platformsSelf-starter and task-oriented with motivation to connect with a high volume of inbound customers by phone/email/sms each dayAbility to understand and assess the needs of the customerCapability of understanding and explaining insurance offerings and providing the appropriate coverage solutionsStrong problem-solving and excellent organizational skills with the ability to manage multiple tasks and priorities.Familiarity with the automotive market and vehicles is an asset, enabling you to better understand customer needs and tailor solutions.Maintain a courteous and customer-first focus to deliver exceptional customer service and sales experiencesAnswer customer inquiries through phone, online chat, and emailKeep informed and have deep knowledge of our products and servicesGather complete and accurate information from customers to ensure timely follow-up and provide the most appropriate product offeringsMaintain a close attention to detail with accurate and thorough recordsBuild and maintain strong client relationships to support retention and referralsFirst point of contact for claims inquiries before they are assigned to an adjuster (Training on claims processes will be provided)Reporting & SystemsUse and maintain company CRM and broker management systems to track leads, sales activity, and customer engagementProvide key insights and observations to management to maximize results and drive engagementTrack and report customer engagement using various software systemsMaintain accurate records and documentation in accordance with internal processes and regulatory requirementsQualifications & RequirementsValid General Level 1 Insurance Licence in the provinces where Obvi operatesStrong communication and interpersonal skills with a consultative sales mindsetProficiency with modern software tools, including Microsoft 365 (Outlook, Teams, Excel) and CRM/BMS systemsSelf-motivated, organized, and capable of managing multiple priorities in a remote environmentComfortable engaging with dozens of customers daily via phone and digital channelsFamiliarity with the automotive market is considered an assetWhy Join Obvi?Obvi specializes in extended auto warranties and replacement auto insurance, giving you a focused product set that’s genuinely valuable to customers.Enjoy the autonomy and flexibility of working primarily from home, with the support of a collaborative team and occasional in-office connection.You’ll see the direct results of your work from lead engagement to policy binding and customer satisfaction.We value your feedback and actively encourage input to help shape processes, products, and customer experience.We provide ongoing training on products, systems, and processes so you can focus on selling confidently and supporting customers effectively.We are expanding across Canada, creating opportunities for increased responsibility, specialization, and long-term career growth.SummaryAs an Insurance Broker, you will be instrumental in providing clients with tailored solutions while delivering exceptional customer service. Reporting to the Sales Manager, you will leverage your core skills in communication and sales to build strong client relationships and drive sales. Success in this role hinges on building trust with customers through clear communication, product knowledge, and responsive support throughout the quoting, binding, and claims journey. Join our team to make a significant impact in the insurance industry.Education RequiredInsurance LicenseInsurance License Level 1 #J-18808-Ljbffr