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21 Apr 2022

Full-Time Personal Lines Broker

THE SMITH AND REID INSURANCE – Posted by smithandreid Anywhere

Job Description

We are looking for a dynamic individual wanting to work with our team as a Personal Lines Broker.

The Personal Lines Broker will be primarily responsible for the ongoing management of a personal lines book, New Business, retention of new and renewal clients while upholding high service standards. These duties include but are not limited to:

  • Provide new business quotes for phone-in and walk-in clients
  • Prepare new business applications
  • Process new business, renewals, endorsements- policy uploads on company portals
  • Ensure the quality of business renewed or re-written meets guidelines
  • Respond to all client requests and inquiries in a prompt and professional manner
  • Prepare and review insurance documentation for adequacy and accuracy
  • Process and invoice new business policies, renewals and endorsements, including letters to the client.
  • Issue binders, certificates or proofs of insurance and liability slips
  • Complete EZ-ITV home replacement cost evaluations
  • Order MVR and Autoplus reports
  • Reporting new claims
  • Cross-sell and up-sell
  • Manage abeyances and other time-sensitive paperwork


  • Must be RIBO licensed
  • Ability to function effectively in a fast-paced environment
  • Preferably 2-3 years of personal lines experience
  • Superior communication and client service skills
  • Applied Epic is an asset
  • Good organizational and time management skills
  • Bilingualism is an asset
  • Other duties may be assigned to meet business needs.

We offer:

  • Industry leading Salary
  • Comprehensive Benefit Package
  • Free parking

*Compensation based on salary plus commission sales (salary will commensurate with experience)

Hybrid work model at present: 3/2 day work from home/office

Job Types: Full-time, Permanent

Salary: From $45,000.00 per year


  • Extended health care
  • Flexible schedule


  • Day shift
  • Monday to Friday
  • No weekends

COVID-19 considerations:

We are following provincial guidelines


  • insurance: 2 years (preferred)


  • French (preferred)


  • RIBO (required)

How to Apply

Please, send your resume to:

Job Categories: Insurance. Job Types: Full-Time. Job Tags: #Ottawa #Insurance #PersonalLinesBroker. Salaries: 40,000 - 60,000.

Job expires in 1 day.

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