Personal Lines Insurance Broker

1 month ago

Calgary, Alberta, Canada Leibel Insurance Group Full time

Job Title: Personal Lines Insurance Broker

Job Summary:

We are seeking a highly motivated and experienced Personal Lines Insurance Broker to join our team at Leibel Insurance Group. As a Personal Lines Insurance Broker, you will be responsible for providing expert advice and guidance to clients on all aspects of personal lines insurance.

Key Responsibilities:

  • Provide clients with trusted and expert advice on all areas of personal lines insurance
  • Strive to meet or exceed sales targets by carrying out all associated selling functions, including quoting new business leads and trying to win back prior customers
  • Respond to all referrals and client requests in a timely manner, as outlined by Leibel Insurance Group standards
  • Build and grow a book of business through referrals, networking, account rounding, etc.
  • Maintain accurate and thorough documentation of all communication with clients, prospects, underwriters, etc., per company standards
  • Build and maintain excellent working relationships with co-workers and underwriters
  • Comply with Leibel Insurance Group minimum client and service standards
  • Provide accurate quotes to prospects/clients and attempt to secure all lines of business
  • Upsell and cross-sell all lines of business available
  • Set up financing for monthly premiums when applicable
  • Prepare documentation for insurers, complete applications for new clients, issue insurance binders and pink cards
  • Provide contact information on which broker will be assigned to service their needs going forward
  • Review and complete daily abeyances, with follow-ups no more than 30 days behind
  • Work leads within our Customer Relationship Management program (CRM) until contact has been made
  • Follow our new business workflow

Requirements:

  • High degree of professionalism and integrity
  • License in good standing with the Alberta Insurance Council; minimum Level 1 General Insurance license, however, must complete Level 2 within a 6-month period
  • 2+ years of personal lines experience, preferably in a brokerage
  • Insurance designations such as CAIB or CIP are considered an asset
  • Positive and respectful attitude with both clients and co-workers
  • The successful candidate will have the ability to work independently or as part of a team, manage their own book of business, and be self-motivating and detail-oriented

About Leibel Insurance Group:

We are committed to being an employer of choice by providing some of the industry's most competitive compensation, benefits, tuition reimbursement, on-site insurance education, and all sorts of staff celebrations and appreciations throughout the year.

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