Licensed Insurance Broker at Affinity Insurance
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Join Affinity Insurance as a Licensed Insurance Broker, where you will provide outstanding service to personal insurance clients in a supportive, full-time in-person environment. Affinity Insurance, a subsidiary of Affinity Credit Union, is seeking a professional focused on customer relationships and organizational skills. Ideal candidates will hold a CAIB Level 1 license or be on a path to obtaining a Level 2 license. You will thrive in this role if you enjoy working closely with clients to secure their insurance needs while benefiting from ongoing support and professional development. Key Responsibilities:
- Manage a portfolio of personal insurance clients
- Coordinate policy administration and renewals
- Place new business opportunities efficiently
- Maintain accurate client documentation
- Advocate for clients through the claims process
- Level 1 insurance license required
- Experience in personal insurance services
- Level 2 license preferred but not mandatory
- Strong customer service and communication skills
- Must successfully pass Criminal Record and Credit Checks