Personal Lines Sales Specialist

2 months ago

Markham, Ontario, Canada Brown & Brown Insurance Full time

Job Summary:

Brown & Brown Canada is seeking a highly motivated and results-driven Insurance Sales Representative to join our Markham team. As a key member of our sales team, you will be responsible for driving new business growth and delivering exceptional customer experiences.

Key Responsibilities:

  • Manage phone queue metrics with your team to ensure optimal availability for customers.
  • Manage pipeline and quote metrics using CRM software.
  • Identify and pursue new business leads within service level standards.
  • Follow up on warm web leads to convert them into sales.
  • Provide exceptional customer service on the phone and through email.
  • Prepare quotes for new business using ARS, Applied Rating Services, or company portals.
  • Provide insurance consultation by recommending appropriate insurance coverage.
  • Partner with Client Service Advisors when troubleshooting files.
  • Embrace company workflows and KPIs.
  • Stay up-to-date on carrier underwriting, market trends, and industry developments.
  • Participate in on-site marketing events to promote our services.

Requirements:

  • Post-Secondary Education
  • Experience with TAM and EPIC is an asset.
  • Prior customer experience training is an asset.
  • R.I.B. Ontario licensed is mandatory.
  • Over 1-year personal lines experience in sales or service.
  • Strong organizational and time management skills.
  • Ability to multitask using digital procedures and technology.
  • Proficient in Microsoft Office – Outlook, Word, and Excel.
  • Advanced written and verbal skills to manage high customer expectations and resolve conflicts.
  • Ability to identify challenges and overcome them through problem-solving and teamwork.
  • Take on new opportunities and challenges with a sense of urgency, high energy, and enthusiasm.

What We Offer:

  • Base salary + incentive opportunities.
  • Excellent growth and advancement opportunities.
  • Generous benefits package: health, dental, vision, etc.
  • Employee Stock Purchase Plan.

We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.

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