Personal Lines Insurance Broker

6 months ago


Calgary, Canada Excel & Y Insurance Services Ltd. Full time

**About Excel & Y, Lundgren & Young Insurance**

**Who are you?**

You believe in a customer focused company with a passion helping others through building relationships and understand the value of client retention. You are an energetic leader, focused on relationships with a drive for results. You want to be constantly listening to customers and continuously enhance and personalize the customer experience. You are curious, collaborative, and take ownership. You thrive in a fast-paced environment, take initiative and are a self-starter.

**What will you do?**

Excel & Y, Lundgren & Young is looking for a Personal Lines House Account Broker who is a bright, talented, customer service minded professional who has a passion for the insurance industry and wants to work in an energetic, positive environment while providing exceptional service to customers first and foremost. This role is expected to represent Excel & Y Insurance by promoting and maintaining strong employee morale and the culture, setting high expectations for performance and adhere to company values.

**Responsibilities**
- Adhere to and practice Lundgren & Young corporate policies and procedures.
- Uphold and exemplify Lundgren & Young values.
- Follow Best Practices to achieve operational excellence.
- Build close working relationships with peers.
- Be a trusted advisor, offer advice on all areas of personal lines insurance including home, auto, umbrella, recreational vehicles, travel, etc.
- Ensure retention goals are met by delivering exceptional customer service.
- Maintain accurate and thorough documentation of all client communications.
- Collaborate with Sales Manager to develop and execute branch and individual goals.
- Participate in continuing education programs, in-house training and courses on both insurance and sales.

**Required Qualifications**
- Level 1 or 2 General Insurance Broker License (AIC).
- Minimum 1 - 3 years of experience in personal lines insurance.
- Experience with Office 365.
- Exceptional customer services skills.
- Strong written and verbal communications, with high attention to accuracy and detail.
- Ability to work independently yet thrive as a part of a team environment.
- Proven negotiation and relationship building skills.
- Experience in Power Broker.
- Applied Rating Systems.
- Level 2 General Insurance License.
- Working towards CAIB or CIP Designations.

**Job Type**: Full-time, Permanent

**Schedule**: Monday to Friday

**Company Benefits**
- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Life insurance
- Health Spending Account
- Health & wellness programs
- Education program
- Paid time off
- Personal days
- Sick days
- Paid Birthday off
- Company events
- On-site parking
- Dog friendly workplace

Excel & Y, Lundgren & Young Insurance Ltd. is an equal opportunity employer and is committed to all forms of diversity in the workplace. All qualified individuals are encouraged to apply.

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Calgary, AB: reliably commute or plan to relocate before starting work (required)

**Experience**:

- personal lines insurance: 2 years (required)

Licence/Certification:

- Level 1 or 2 General Insurance Broker License (AIC). (required)

Work Location: Hybrid remote in Calgary, AB


  • Insurance Broker

    4 days 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...


  • Calgary, Canada Ryder Insurance Brokers Ltd. Full time

    **Job Title: Personal Lines Insurance Broker** **The Opportunity**: Ryder Insurance Brokers Ltd. Is seeking an experienced and career-minded full-time Personal Lines Insurance Broker. **Who We Are**: Ryder Insurance is a mid-size, full-service insurance brokerage located in Crowfoot (NW Calgary). Ryder offers a collaborative company culture, extended...


  • Calgary, Canada DeJong's Insurance Ltd. Full time

    DeJong's Insurance Ltd. has an exciting opportunity for an experienced full-time Personal Insurance Broker in Calgary, AB. We are seeking a career-minded individual who is focused on expanding their insurance industry knowledge and experience. We are a privately-owned and operated general insurance brokerage in Calgary, Alberta, Canada, established in 1962....


  • Calgary, Canada Leibel Insurance Group Full time

    POSITION OVERVIEW : The ideal candidate will be an energetic, client focused team member who has a solid understanding of personal lines products with the ability to understand client’s needs and offering the appropriate options to meet them. Offering the best advice and creating value is extremely important and not just selling on price alone is...

  • Insurance Broker

    3 months ago


    Calgary, Canada Billyard Insurance Group Full time

    Billyard Insurance Group (BIG) is attracting top insurance professionals and providing them with innovative technology, tools, and the support required to compete in the fast-changing insurance landscape. We are a rapidly growing insurance brokerage with over 60 locations across Canada. We’re also proud to have been recognized on Insurance Business...

  • Insurance Broker

    4 weeks ago


    Calgary, Canada Mammoth Insurance Full time

    Responsibilities: - Provide excellent customer service to clients seeking insurance coverage - Sell insurance policies to individuals - Analyze clients' insurance needs and recommend appropriate coverage options - Negotiate insurance rates and terms with insurance providers on behalf of clients - Communicate effectively with clients to explain policy...


  • Calgary, Canada Peace Hills Insurance Full time

    Peace Hills Insurance is a growing Canadian insurance company specializing in property and casualty insurance. We have over 200 employees with branch offices in Edmonton, Calgary, and Vancouver. We are dedicated to providing the best customer service available. Peace Hills Insurance prides itself on being a flexible, positive, and rewarding place to...


  • Calgary, Canada RateHub Full time

    Who is Ratehub Inc?We’re a company on a mission. Every single team member, from product & engineering, to sales & marketing, finance, operations and everything in between is obsessed with one thing; helping Canadians make better financial choices. And we’re pretty great at it, too. Via our digital application technology and our award-winning in-house...


  • Calgary, Alberta, Canada CNA Insurance Full time

    About the RoleWe are seeking an experienced Insurance Underwriting Specialist to join our Commercial Lines team. As a key member of our underwriting team, you will be responsible for evaluating and pricing commercial insurance risks.Job DescriptionThe ideal candidate will have a strong understanding of underwriting principles and practices, as well as...


  • Calgary, Canada Leibel Insurance Group Full time

    POSITION OVERVIEW : The ideal candidate will be an energetic client focused team member who has a solid understanding of personal lines products with the ability to understand client’s needs and offering the appropriate options to meet them.  The successful candidate must be able to prioritize their workload and be a reliable part of a successful...


  • Calgary, Canada Agile Underwriting Solutions Full time

    We’re searching for a Underwriter, Personal Lines. Are you searching for new possibilities? Agile Underwriting Solutions has an exciting opportunity for a Personal Lines Underwriter in a hybrid position at our Surrey, BC or Calgary, AB office. Don’t miss this chance to be part of a dynamic team that is growing rapidly! This is a great opportunity if you...

  • Broker

    5 months ago


    Calgary, Canada Acera Insurance Full time

    Broker Jul 25, 2024 Location: Calgary, AB, CA Edmonton, AB, CA We put our people first. As an employer of choice, Acera Insurance, offers an outstanding workplace and employee culture that creates valuable opportunities for all employees.  Our people are: Encouraged to challenge the status quo and never stop learning in their commitment to excellence....

  • Product Specialist

    2 months ago


    Calgary, Canada Wawanesa Insurance Full time

    **Date**:Nov 1, 2024 **Location**: Calgary, AB (Hybrid), CA North York - Toronto, ON (Hybr, CA Hybrid - Canada, CA Winnipeg, MB (Hybrid), CA Edmonton, AB (Hybrid), CA Montreal, QC (Hybrid), CA Vancouver, BC (Hybrid), CA Moncton, NB (Hybrid), CA Kitchener, ON (Hybrid), CA **Company**:Wawanesa Insurance **Job ID**: 8741 **Working Business Language**:...


  • Calgary, Canada Acera Insurance Full time

    Vice President, Acera Insurance Broker Network Jul 13, 2024 Location: Calgary, AB, CA Calgary, AB, CA We put our people first. As an employer of choice, Acera Insurance, formerly Rogers Insurance, offers an outstanding workplace and employee culture that creates valuable opportunities for all employees.  Our people are: Encouraged to challenge the...

  • Insurance Broker

    1 month ago


    Calgary, Alberta, Canada RateHub Full time

    About Ratehub Inc.Ratehub Inc. is a company that helps Canadians make better financial choices. Our team members are passionate about achieving our mission, which is to deliver the best online mortgage experience, personalized credit card options, and cheaper auto & home insurance policies than what people typically get from their existing providers.We're...

  • Insurance Broker

    1 month ago


    Calgary, Canada Western Financial Group Full time

    **Truthfulness | Fairness | Value | Loyalty** As one of Canada's largest insurance providers, Western has more than 220 locations across Canada. With over 2,100 team members, our actions are anchored in our Guiding Principles, Truthfulness, Fairness, Value, and Loyalty. We take care to deliver the right insurance solution every time so our customers can...


  • Calgary, Canada Ducharme Insurance & Investments Inc. Full time

    **Are you looking for a challenging and rewarding opportunity?** Discover a better place to grow your career with **Ducharme Insurance & Investments Inc.** Located in Harvest Hills, your role as a Personal Insurance Advisor will be to discuss, review, and advise on our current personal lines of insurance products. **You will be responsible for**: -...


  • Calgary, Canada Lane's Insurance Full time

    ### Job Summary: ## Duties: - Develop and maintain relationships with clients to understand their insurance needs - Educate clients on different insurance options and help them choose policies that best suit their requirements - Provide exceptional customer service by promptly addressing client inquiries and concerns - Collaborate with underwriters to...


  • Calgary, Canada Acera Insurance Services Ltd. Full time

    We put our people first. As an employer of choice, Acera Insurance_ offers an outstanding workplace and employee culture that creates valuable opportunities for all employees._ - Our people are:_ - _ Encouraged to challenge the status quo and never stop learning in their commitment to excellence._ - _ Empowered with a sense of accountability and autonomy to...

  • Insurance Advisor

    6 months ago


    Calgary, Canada CRS Merrill Insurance Full time

    Have you ever wondered what it would be like to work at an office where client experience is our number one focus? Where call centres don't exist? And where you can build long-lasting relationships with your clients? **ABOUT US**: CRS Merrill Insurance is a boutique insurance brokerage in Calgary, Alberta. We pride ourselves in offering personalized,...