Established in 2008, My Insurance Broker is a proud family-owned and Canadian-operated brokerage. As one of Ontario's fastest-growing online brokerages, we have forged strong partnerships with Canada's leading insurance companies. With multiple offices across Southern Ontario and a dedicated support center in Richmond Hill, we are committed to delivering superior pricing, comprehensive coverage, and exceptional service to our clients.
About the role:
As a Sales Broker, this role involves quoting clients and binding policies in a call-centre environment, focusing solely on new business with leads provided. Responsibilities include engaging with clients, assessing risk, binding policies over recorded calls, and maintaining professional relationships with clients, staff, and partners while following guidelines and best practices.
The ideal candidate will excel at managing multiple priorities, possess strong communication, analytical, time management, and organizational skills, and have keen attention to detail with efficient keyboarding. They will provide customer service and have technical knowledge of personal lines products.
What you'll be doing:
Engage with inbound potential clients in our call-centre environment and offer quotes based on doing a diligent job of frontline underwriting - leads are provided to sales brokers
Collect all necessary details to properly assess the risk and review the client's coverage requirements
Bind the customer in a recorded call over the telephone without a need for signed applications
Return customer calls and inquiries in an effort to quote and bind potential leads on outbound calls as required
Follow all internal and partner guidelines to ensure the risk is placed with the appropriate market
Ensuring that we maintain a good relationship with all past, present or potential clients
Following direction of management and implementing best practices as appropriate and working with other internal departments as necessary
Listening to concerns associated with current processes and advising management of potential changes, opportunities and developments
Keep a healthy and professional rapport with all staff, associate brokers, and carrier partners
Perform other related tasks as required.
What we need you to bring:
Minimum College or University level Degree/Undergraduates Degree or comparable experience
Minimum 1 year of experience in a general insurance brokerage (preferred)
R.I.B.O (Level I) License
Call Centre experience (preferred)
Proficient with insurance policy systems as well as MS Office, specifically Excel, Word, and Outlook
Experience working with company portals and Broker Management System (EPIC) is an asset.
CIP or CAIB Certification or working towards its completion
Will accept individual with OTL and strong background
My Insurance Broker is an equal opportunity employer committed to fostering an inclusive, respectful, and diverse workplace. We are committed to providing accommodation upon request for applicants and employees with disabilities, in accordance with the Ontario Human Rights Code and the Accessibility for Ontarians with Disabilities Act (AODA). If you require accommodation at any stage of our hiring process, please inform us and we will work with you to meet your needs.
We thank all candidates for their interest, however, only those selected for an interview will be contacted.
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