Financial consultant providing advisory services for clients' financial needs. Engaging with existing clients to support their financial decisions through online consultations.
CI
Onsite Personal Lines Insurance Broker
Posted 4 days ago
About the role
- Manage client accounts and grow business in Personal Lines Insurance. Deliver exceptional service while handling quotes, policies, and sales opportunities.
Responsibilities
- Take charge of client accounts by reviewing risk and underwriting information to deliver the best insurance solutions.
- Prepare and process quotes, policies, renewals, and changes quickly and accurately.
- Keep coverage competitive by remarketing policies as needed.
- Drive growth by actively identifying and pursuing new sales opportunities.
- Ensure clients’ needs are met with timely follow-ups and problem-solving.
- Contribute to a positive, customer-first culture where service excellence comes first.
Requirements
- Must be RIBO licensed.
- Minimum 2- years Personal Lines experience.
- Proven track record servicing an assigned book of business.
- Remain current and develop expertise in assigned markets and stay open to new market opportunities.
- Demonstrated relationship building expertise.
- Must remain professional and juggle multiple priorities.
- Working knowledge of PowerBroker and EPIC is an asset.
Job title
Job type
Experience level
Salary
Degree requirement
No Education Requirement
Location requirements
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