Personal Lines Service Broker

2 months ago


Kitchener, Canada InsureLine Full time

**Personal Lines Service Broker - Team Lead**

**705-50 Queen St., Kitchener**

**The Right Fit for the Role**:

- You demonstrate strong decision making and analytical skills
- The variety of tasks and the ability to multitask would be overwhelming for many; for the right person, this is the next step to advancing your career within a successfully operating Brokerage.
- You will have exposure to all aspects of the business and your work will be essential for all facets of the Brokerage.
- This is a role where accuracy is essential and puzzle-solving is valued, developing a strong understanding of our varying underwriting guidelines is essential.
- You thrive in a team environment, understand your team’s goals, and meet challenges head-on.

**Major Responsibilities**:

- Manage a book of Personal Lines business in excess of $1.5MM
- Organize, navigate, and update our digital client files (Applied Epic)
- Process policy endorsements in company portals
- Identify and act on Cross/Up Selling opportunities and process quotes in Applied Rating Services
- Train and mentor new and existing service staff
- Assist to ensure company standards and procedures are followed
- Assist with Team meetings, audits and employee performance reviews when required
- Assist Principal Broker with other tasks or special projects as necessary

**Attributes of Team Lead Service Role**:

- RIBO License required with minimum 5 years insurance experience
- Other Industry designations such as CAIB, CIP, would be considered an asset
- Exceptional customer service skills and professional phone manner
- Ability to confidently lead and motivate the team to meet the organization’s goals
- Proficient with Broker Management Systems and MS Office Products (Applied Epic experience would be an asset)
- Overachieving attitude and work ethic
- Ability to multi-task conflicting priorities and stay accountable to agreed upon deadlines

**About InsureLine Brokers (Mutual Aid) Inc**

InsureLine Mutual Aid is an Insurance Brokerage with a deep heritage and a very big heart. It was recently acquired by InsureLine Brokers Inc.

InsureLine is an insurance brokerage franchisor that enables independent insurance brokerages to retain 100% ownership in their business while providing the scale necessary to compete in today’s marketplace by providing franchisees with the tools, technology, market capacity, and marketing support to be successful. InsureLine Mutual Aid serves as Head Office for InsureLine in Ontario enabling them to have a finger on the pulse of what is happening on the frontlines of the business and to better support franchisees.

With 6 offices spread across Ontario, InsureLine Mutual Aid has ambitious growth plans, which are fueled by revolutionizing the way insurance is sold and serviced. We are loyal to our heritage and consistently embrace the values of mutual trust, respect and understanding. By caring beyond the contract, we seek to deliver the greatest customer experience.

Central to the company’s future is a high-performance culture with a hybrid work environment. Employees are engaged at the highest levels which allows them to grow, build an innovative business, and have an impact on the communities we serve.

**Salary**: $55,000.00-$65,000.00 per year

Schedule:

- Monday to Friday

Work Location: Hybrid remote in Kitchener, ON



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