Licensed Service Broker
Core
Support and service an existing portfolio of personal insurance clients (home and auto), ensuring accuracy, responsiveness, and a high standard of care.
Role type
Licensed Service Broker (Personal Lines)
Builds
Tailored insurance solutions for personal lines clients
Domain
Insurance / Personal Lines
Deliverable
client delivery
Required skills
RIBO licence or eligible to obtain one, knowledge of personal lines insurance products and underwriting, customer service, multitasking, verbal and written communication
Preferred skills
Bilingualism in English and French
Technologies
insurer portals, CRM systems, policy management platforms
Responsibilities
Assess client needs and provide advice on coverage options, process policy changes and renewals, identify opportunities to retain business, provide claims guidance, document client interactions, escalate files requiring approval
Seniority
Mid-level (2–5 years experience)