Insurance Broker

1 week ago

Calgary, Canada Costen Insurance Full time

We are seeking a licensed Personal Lines Insurance Broker with 3+ years of experience to join our team

The role will focus on servicing existing clients in a book of business, account development, retention, as well as quoting and writing new business. In addition to the annual salary, you will be eligible to earn a monthly new business commission as well as a quarterly bonus.

**We are a family-run Insurance Brokerage and we are looking for someone who**:

- Is a team player and is looking to settle into something long-term;
- Is self-motivated and takes initiative, with responsibility, reliability and mínimal supervision;
- Is structured and self directed to follow policies and procedures;
- Enjoys quoting, servicing, and writing new business for a diverse range of people;
- Enjoys collaborating with a small, close-knit team;
- Is willing to learn and grow personally and professionally;
- Is friendly and customer service / sales oriented;
- Is organized, self directed and pays attention to detail;
- Effective and professional communicator (verbal and written).

**General Requirements**:

- Level 1 or Level 2 general insurance license;
- Minimum 3+ years of Personal Lines Broker/CSR experience;
- Excellent computer skills (MS Word, Excel);
- Experience with insurance Company Portals, Applied, and Power Broker - considered an asset;
- Well versed in Insurance Company coverages, limits, exclusions, endorsements;
- Commercial experience considered an asset;
- CAIB or CIP Designation or working towards a designation is considered an asset.

**Outcomes**:
**1.** Accountable for customer retention, premium growth, monthly and quarterly commitments as agreed to with the Personal Lines Manager.

**2.** Contribute to creating a healthy Team culture of clarity, commitment, excellence, urgency, accountability and joy in keeping with our Costen commitment to care about, coach and support our clients, and each other.

**3.** Through your expertness, kindness, dependability and proactivity, Costen becomes and remains the clear ‘wise choice’ for our existing Clients who then refer us to their relatives, friends and colleagues who are in our target customer group.

**4.** Through your expertness, proactivity and kindness you will also help us grow our Commercial Division by reviewing customer occupations and determining which of your Personal Lines Clients own or manage a small or medium size business. Commercial quote opportunities will be referred to our Commercial Team.

**5.** Contribute to our important commitment to balance our Head Office Personal Lines Book to be less auto-heavy to achieve a 50/50 split by 2027. This ‘key outcome’ will be achieved by executing the following activities:
**Other**:
a) New Business Sales and Account Development: Offer and cross-sell Property policies to mono-line auto customers and prospects.

b) Ask customers for ‘renewal expiry dates’ if they have other lines of insurance with another carrier. Then, add an Abeyance notice to our system for 60 days prior to the renewal date to conduct a renewal review, provide a quote and/or discuss letter of brokerage options with the customer.

c) Ask for Referrals (Family and friends) of new and existing customers.

d) Offer Personal Umbrella policies to existing customers.

**Responsibilities & Tasks**:
**1.** The overall responsibility of this position is to be a vital part of and contributor to our Head Office commitments to sales volume, profitability, the customer experience, and the positive Costen Culture, in the Personal Lines Division.

**4.** Quote and issue new Personal Lines Insurance Policies such as auto, property, recreational, and travel insurance from inbound leads, following Costen’s Underwriting and required coverage Guidelines.

**5.** Service and assist all Costen customers with their inquires and make recommendations for claims, policy changes, and billing, including taking payments.

**6.** Update each Client’s database information as you learn more about them. Check and use that Client information when communicating with them, to maximize your ‘professional’ value and build stronger and more supportive relationships.

**7.** Follow all set Policies & Processes for new business, endorsements and renewal reviews within the stated Insurance Company Binding Authority to minimize E&O Exposures.

**8.** Complete tasks and projects in the time frame required, as agreed to with the Personal Lines Manager.

**9.** Provide initial assistance, support, comfort and advice to Clients while they’re reporting and experiencing a Claim. ‘Go to bat’ for them in difficult C**l**aim situations. Provide initial dispute resolution for Clients with Underwriting and Claims Departments, when Clients express concerns.

**10.** Review weekly Abeyance Reports provided by the Personal Lines Manager to ensure Abeyances are followed up on and kept current.

**11.** Review Renewal Reports and proactively reach out to clients to discuss premium increase

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