Personal Insurance Retention Broker Remote
Personal Insurance Retention Broker Remote
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Job Description
This is a remote position.
WANNA BE A HERO We re Growing Join our Team!
Founded in 2011 InsuranceHero.ca has established itself as a pioneering insurance brokerage committed to refreshing the personal and commercial insurance landscape. Our approach combines industry expertise innovative practices and a relentless focus on making insurance straightforward and userfriendly.
Empowering clients to feel better about insurance by simplifying and modernizing the experience.
Saving you time. Protecting what matters.
Were seeking a motivated Personal Lines Retention Specialist. A salesand serviceoriented Personal Lines Insurance Broker ready to thrive in a vibrant and supportive setting. This role is ideal for those eager to move beyond traditional brokerage frameworks and contribute to a team thats redefining industry standards.
- Review client renewals to ensure we have provided the most comprehensive and competitive offer
- Drive sales through crossselling existing clients & referrals
- Foster and maintain client relationships providing counsel on coverage and policy details
- Deeply understand various insurance providers underwriting rules product features & benefits
- Collaborate with other team members to deliver unmatched customer service
- Work with the Service and Sales teams to develop workflows and procedures that enhance customer experience and improve retention
- Upsell appropriate coverages and products based on clients needs
- Problem solve client issues
- Valuable experience in personal insurance (min. 2 years in Personal Insurance required)
- Strong sales and service aptitudes
- RIBO (Registered Insurance Broker of Ontario) license
- Exceptional organizational analytical and prioritisation skills
- Commitment to accuracy and detail
- Strong team collaboration skills in a fastpaced environment
- Techsavviness and adaptability to a paperless workplace
Requirements
Career Requirements:
- Prior Personal Insurance experience (min. 2 years)
- Knowledge of computer applications: Proficiency with The Agency Manager (TAM) Applied Rating Services are an asset
- RIBO or OTL Licensed
- Strong written and oral communication skills
- Selfstarter able to work in an unsupervised environment
- Driven by excellent client service
- Strong multitasking skills
Benefits
InsuranceHero.ca Benefits:
- Competitive industry compensation
- Comprehensive group benefits
- Career growth and professional development opportunities
- Pension plan with RRSP matching
- Health and wellness account
- Reimbursement for professional fees and memberships
- Access to cuttingedge technology for efficient workflow
- Educational support program
- A dynamic and supportive team environment
Career Requirements: Prior Personal Insurance experience (min. 2 years) Knowledge of computer applications: Proficiency with The Agency Manager (TAM), Applied Rating Services are an asset RIBO or OTL Licensed Strong written and oral communication skills Self-starter, able to work in an unsupervised environment Driven by excellent client service Strong multi-tasking skills
Employment Type
Full Time
