Registered Insurance Broker (Sales)
Core
Building relationships, identifying client needs, and delivering tailored personal and commercial insurance solutions.
Role type
Registered Insurance Broker (Sales)
Builds
Personal and commercial insurance policies for clients
Domain
Insurance
Deliverable
client delivery
Required skills
Exposure identification, quoting, professional insurance advice, front-line underwriting, prospecting, cross-selling, upselling, documentation, compliance with RIBO Code of Conduct
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 via inbound calls/email/referrals, provide customer service to existing book of business, perform front-line underwriting, work prospect list, cross-sell and up-sell policies, maintain detailed documentation in broker and insurance portals, adhere to RIBO Code of Conduct and management instructions, maintain provincial licensing compliance
Seniority
Mid-level, experienced IC