Full-Time Personal Lines Insurance Broker

Strategis Consulting – Posted by hokeefe – Vancouver, British Columbia, Canada

Job Description

As a Personal Lines Insurance Broker, you work hard to build long-term, professional relationships with current and potential clients. You communicate in a simple and easy to understand manner. You can capably and accurately present facts, choices, and useful advice, verbally and in writing, so that new and existing customers can make a confident and informed decision regarding their insurance needs.

Hold at minimum, a Level 2 Insurance Broker licence in British Columbia
At least 2 years experience in selling personal lines insurance
Proficient in MS Office (Word, Excel; Outlook); familiarity with EPIC Applied Systems an asset
Affinity for helping others; enjoy being part of a team; are comfortable working in a fast-paced, dynamic environment
Excited about contributing each day to the growth of the Company, and your personal development

What You’ll Do

Sales

Research, network, and develop personal lines insurance leads through a variety of methods; motivated and willing to conduct in-person and telephone sales
Evaluate the insurance needs of clients and prospects (ensuring no gaps or lapses in coverage)
Regularly follow-up with all prospects
Work with a team to establish and achieve your sales targets and develop new business
Work to grow your department and increase the profitability of the company as a whole

Customer Service

Determine each client’s needs, extent of present coverage, and long-term needs to determine the best insurance products to meet their needs
Review applications, renewal requests, and endorsements for accuracy, ensuring they are compliant with underwriting guidelines
Calculate premiums and rates; apply payments and/or refunds
Complete the binding, invoicing, premium collection, and file documentation of assigned accounts
Process cancellations; proactively inquire and document reasons for cancellation
Keep in touch with policy holders for changes, updates, new options, or problems with their coverage
Consistently document activities and attach correspondences daily in the Company’s broker management system

How You’ll Do It

Develop and maintain respectful, professional, and friendly working relationships with colleagues, company underwriters and anyone we do business with
Actively listen to colleagues’ suggestions; contribute to team meetings
Mentor others using your insurance expertise
Update your personal lines insurance knowledge through continuing education
Actively support the Company’s participation in community events and industry events
Embrace the Company’s core values of: Passion, Happiness, Innovation and Teamwork

What We Offer

37.5 hours per week; Monday – Friday schedule; flexible hours for start time
Competitive compensation and performance-based bonuses
Paid vacation
Comprehensive medical plan (100%); Dental plan (80%)
Health and Wellness program; 10 sick days; 2 personal days; 20-minutes per day for wellness activities; coverage includes optometry, physiotherapy
Licensing fees are paid 100%; certification upgrades are paid 50% up front and remainder on successful completion
Employee discounts on home and auto insurance
Employee referral program
Educational reimbursement program
In-house education programs with a focus on personal development
Emphasis on career growth with opportunities for advancement
Positive, empowering, family atmosphere – monthly group lunches, anniversary lunches and other staff events

How to Apply

Please forward all resumes by email to Heather O'Keefe at Strategis Consulting - heather@strategisconsulting.ca

Job Categories: Personal Lines. Job Types: Full-Time. Salaries: 40,000 - 60,000.

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