Senior Insurance Broker
2 days ago
Echelon 56 is a leading provider of automobile insurance services in Manitoba. Our team is dedicated to delivering exceptional customer experiences and providing expert advice on property, casualty, travel medical, and auto insurance.
Salary and Benefits
The estimated salary for this position is $85,000 per year, plus benefits and opportunities for career growth.
Job Description
We are seeking a Senior Insurance Broker to join our team at Echelon 56. As a key member of our team, you will provide insurance advice and services to existing customers and prospects, while supporting the learning and growth of junior brokers.
- You will act as a senior onsite broker, assisting other brokers and supervisors as needed, and provide insurance services and professional advice to clients within your authority level.
- You will provide property, casualty, travel medical, and auto insurance services, using multiple forms of communication, such as phone, email, and in-person meetings.
- You will handle policy updates, input changes into the insurance software, and document them in the agency management system.
- You will log in to the customer assistance telephone queue and provide assistance regarding quotes, changes, amendments, and inquiries for new business and existing clients.
- You will use proper questioning and sales techniques to provide property insurance quotations and apply pre-qualification and underwriting guidelines, using evaluation software.
- You will educate clients on the differences in coverage and special limitations provided by each insurance provider and package.
- You will adhere to all legal insurance requirements, the Insurance Act, and the Insurance Code of Ethics.
To be successful in this role, you will need:
- A post-secondary education in insurance or a business-related field (preferably)
- A General Insurance License Level 2 or higher from the Insurance Council of Manitoba
- A working knowledge of a broker management system (EPIC preferred) and Microsoft Office applications
- A minimum of 5 years of related or similar work experience within the insurance industry
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