Personal Insurance Broker

3 months ago

Brockville, Canada Collectivfide Full time

Do you love being a broker, do you love working with a tight-knit team who cares like crazy about their customers and helping each other? Then this could the change you are looking for.

Here at W.C. Burgess Insurance, we are continually striving to invest in our people, processes, and technology. We want to ensure that not only do our teams have the right tools they need to be successful, but that we create an environment where people feel great about the work they do and where they work.

Although this role is primarily personal lines, if you happen to have commercial or farm insurance experience, we would love that, as we are looking to grow our commercial book too.

We are looking for someone to work in the office with us as the rest of the team is in the office and it makes for a fun and engaging atmosphere. But don’t just take our word for it, here’s what our employees had to say in our most recent employee engagement survey
- “Overall I enjoy my job”_
- “Keep treating each other as though we are family”_
- “Our new leadership is doing an amazing job, setting high standards and goals for herself and encouraging others to do the same”_

**So, What Will You Spend Your Days Doing?**

Working as part of a team, actively service, maintain, and help grow a personal lines book of business. More specifically:

- Serve as a liaison between clients and insurance carriers.
- Prepare & process quotes, policies, renewals, and change requests for delivery to insureds
- Review endorsements for accuracy and take action as necessary.
- Conduct detailed reviews of risk and underwriting information to ensure accuracy and optimal insurance solutions for your clients.
- Recognize and realize sales opportunities where it makes sense.
- Remarket personal lines policies as necessary.
- Take new claim reports and submit them to the insurance carrier.
- Diligent follow up on clients’ accounts to ensure outstanding activities are resolved.

**QUALIFICATIONS**
- Must be RIBO licensed.
- Minimum 1-2 years Personal Lines Broker experience.
- Proven track record servicing an assigned book of business.
- Remain current and develop expertise in assigned markets, staying open to new market opportunities.
- Demonstrated relationship building expertise.
- Must remain professional and serve as a company ambassador at all times.
- Working knowledge of PowerBroker & Applied Rating Services is an asset.

**Accessibility Statement**

We are committed to creating an inclusive environment that accommodates all individuals, including those with disabilities. We support the goals of the _Accessibility for Ontarians with Disabilities Acts (AODA) _and have established policies, procedures and practices which adhere to the accessibility standards set out in the AODA. Please advise us should you require any accommodation throughout the recruitment & selection process.

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