Sales Broker

**Sales Broker**:
hybrid
38 East Main Street, Welland, Ontario, Canada, L3B 3W3
full-time. July 2, 2025

Description

Billyard Insurance Group (BIG) is a leader in the insurance industry, dedicated to building a culture that reflects our core values. At BIG, we _Think BIG_ by exceeding expectations and creating lasting value for our clients, industry, and communities. We _Act with Integrity_ by upholding honesty, transparency, and respect in everything we do. Our clients are at the center of our decisions as we embrace a _Client First, Always_ mindset. We believe in the power of teamwork to _Achieve More Together_, combining strengths to deliver meaningful solutions. Finally, we _Innovate with Purpose_ by leading the digital insurance revolution, consistently driving quality, enhancing client service, and empowering brokers.

With over 80 locations across Canada and recognition as one of Canada’s Top Growing Companies, BIG is shaping the future of insurance. Join us as we continue to redefine the industry with innovation, collaboration, and excellence.

The Sales Broker serves as a crucial intermediary between clients and insurance companies within a large insurance brokerage chain operating across Canada. This role involves assessing the insurance needs of individuals and businesses, providing expert guidance on various personal lines insurance policy options, and facilitating the purchase of appropriate coverage. Brokers will leverage access to multiple insurers to compare policies, ensuring clients receive the best fit for their unique requirements. Additionally, the Insurance Broker will assist clients with claims, provide ongoing support, and enhance clients’ understanding of their coverage, ultimately acting as a trusted advisor in the complex world of insurance.

**What does the Sales Broker do?**
- Conduct thorough assessments of clients' insurance needs to ensure they receive appropriate coverage tailored to their circumstances, promoting customer satisfaction and retention.
- Utilize access to multiple insurers to compare and evaluate policy options, enabling clients to make informed decisions that best suit their financial and protection needs.
- Prepare and present detailed insurance quotes to clients, ensuring transparency in coverage and costs, which builds trust and clarity in the broker-client relationship.
- Advise clients on suitable personal lines insurance products based on their specific needs and risk factors, ensuring they are adequately protected.
- Regularly review clients' policies to ensure they remain adequate as clients' needs evolve, promoting long-term relationships and client loyalty.
- Educate clients about various insurance products and coverage options, ensuring they understand the details and benefits of their policies.
- Build and maintain relationships with insurance providers and other professionals in the industry to enhance service offerings and client options.
- Achieve established sales targets and objectives, contributing to the overall profitability and growth of the brokerage.
- Maintain accurate records of client interactions and transactions in the brokerage’s management system, ensuring compliance and facilitating efficient service delivery.
- Conduct regular follow-up with clients to address any questions or concerns regarding their policies, reinforcing customer service excellence.
- Ensure adherence to all relevant insurance laws and regulations in the provinces of operation, safeguarding the brokerage’s integrity and legal standing.
- Collaborate with team members to share insights and strategies that enhance service delivery and operational performance across branches.
- Stay updated on industry trends and changes in insurance regulations, providing clients with informed recommendations that align with current standards.
- Assist clients in navigating the claims process, providing support and advocacy to ensure timely resolution, which enhances client trust and satisfaction.

**Does this sound like you?**
- Comprehensive understanding of personal lines insurance products and regulations.
- Ability to evaluate clients' risk exposure and recommend appropriate coverage solutions.
- Familiarity with insurance management software and CRM systems for efficient client management.
- Capability to analyze market trends and insurance products for effective client recommendations.
- Understanding of claims procedures and documentation requirements for various insurance products.
- Knowledge of relevant insurance laws and compliance regulations in the provinces of operation.
- Basic understanding of financial principles related to insurance pricing and underwriting.
- Ability to convey complex insurance concepts clearly and concisely to clients.
- Effective selling strategies to drive policy sales and meet performance targets.
- Strong verbal and written communication skills to effectively interact with clients and insurers.
- Commitment to providing exceptional se