Registered Insurance Broker (Sales)
Core
Building relationships and delivering tailored personal and commercial insurance solutions to clients.
Role type
Registered Insurance Broker (Sales)
Builds
Personal and commercial insurance policies
Domain
Insurance
Deliverable
client delivery
Required skills
exposure identification, quote generation, professional insurance advice, front-line underwriting, prospecting, cross-selling, upselling, documentation compliance
Preferred skills
CIP, CAIB, experience with Sig, Applied Rating Services, AS400
Responsibilities
Assess client insurance needs and obtain quotes, provide professional insurance advice and guidance, treat clients fairly and professionally, quote new business opportunities via inbound calls and referrals, provide prompt customer service to existing book of business, actively work prospect list, cross-sell and up-sell policies, ensure proper coverage based on client needs, maintain detailed documentation in broker management and insurance company portals, adhere to RIBO Code of Conduct and provincial licensing requirements
Seniority
Mid-level, hands-on IC