Personal Lines Insurance Broker

1 week ago

Guelph, Canada Jeffery & Spence Insurance Brokers Full time

**About us**

Jeffery & Spence is a full-service insurance brokerage with an expert team that offers personal and reliable service. For nearly a century, we have provided Ontarians with protection and peace of mind by offering superior personal and business insurance policies. We are focused on our customer, their lifestyle and unique needs.

The team at Jeffery & Spence has built a reputation for caring about our clients and we take that responsibility seriously. We are committed to ensuring that clients are protected as their lives change.

**Responsibilities**:

- Serve as the primary point of contact for clients, providing excellent customer service and addressing inquiries related to insurance policies, claims, and coverage options.
- Assist clients in assessing their insurance needs, explaining policy options, and recommending appropriate coverage based on their requirements.
- Process policy changes, endorsements, and renewals accurately and efficiently.
- Collaborate with insurance underwriters and carriers to obtain quotes, bind coverage, and ensure accurate policy documentation.
- Maintain client records, update databases, and ensure data accuracy and confidentiality.
- Act as a liaison between clients and insurance carriers to facilitate claims processing, resolve issues, and ensure timely resolution.
- Handle policy cancellations, non-renewals, and reinstatements in accordance with company guidelines and regulatory requirements.
- Stay updated on industry trends, changes in insurance products, and market conditions to provide informed advice to clients.
- Meet and exceed individual and team performance goals, including customer satisfaction, retention, and revenue targets.

Qualifications:

- High school diploma or equivalent; college degree preferred.
- Previous experience in the insurance industry, specifically in a customer service role, is highly desirable.
- Active RIBO (Registered Insurance Brokers of Ontario) license is a requirement of the job.
- Proficiency with SigXP insurance management system is preferred.
- Strong communication and interpersonal skills to effectively engage with clients and build rapport.
- Excellent problem-solving abilities to address client inquiries and resolve issues promptly.
- Detail-oriented with exceptional organizational skills to manage multiple tasks and priorities.
- Proficient computer skills, including experience with insurance management systems and Microsoft Office Suite.
- Knowledge of insurance policies, coverage types, and regulations

**Benefits**:

- Casual dress
- Company events
- Dental care
- Disability insurance
- Extended health care
- Life insurance
- On-site parking
- Paid time off
- RRSP match

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus pay
- Commission pay
- Signing bonus

Work Location: In person

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