Personal Lines Sales Broker

Location

Waterloo, ON | Canada

Job description

Come join a growing digital brokerage with a terrific culture and career growth opportunity! 

The primary function of this position is to Quote, Bind and Sell profitable personal lines new business, contributing to overall sales and growth of the business.

Must have a RIBO license, 2 plus years of proven insurance sales and a drive to exceed.

Excellent compensation plan includes: generous salary, benefits, RRSP contribution, paid sick leave, personal days, vacation, free parking, work remotely. 

Outline of Role

• Proven sales track record
• Great relationship builder with the ability to quickly garner trust
• Quote & sale of quality, profitable business to achieve expected sales budget
• Available for all sales calls as directed by the automated phone queues
• Respond to all sales e-mails received
• Return all voice messages left in the general voice mail box for sales opportunities
• Same day Contact
• Ex-date viable prospects for next year contact building a database of good risks
• Daily sales follow ups
• Respond immediately to Live Chat prospects
• Consistently available for Pro Active chat feature to increase sales opportunities
• Assist with UA testing for system changes when required

Job Responsibilities

• Establish personalized telephone, on-line chat and/or e-mail contact with the prospect
• Create a climate of trust conducive to the sale of a home and/or auto insurance policy
• Educate and advise the prospects on our products, while adhering to the company's underwriting policies
• Seize all sales opportunities, solicitation, and product offerings
• Use a customer-focused, needs-based review process to educate customers about insurance options
• Responsible for maintaining accurate & timely client records in accordance with company guidelines
• Ability to analyze, counsel and recommend coverages (ie. AB options, overland water etc.), identify and fill coverage gaps, identify cross sell opportunities etc.
• Maintain solid understanding of all product knowledge and underwriting guidelines for all major classes of Insurance and specialty risks that the Company offers
• Provide feedback on an ongoing basis to manager regarding insurer concerns regarding pricing, product, and underwriting.Respond to client requests and inquiries across a number of channels (voice, chat, e-mail) in a prompt and professional manner and process timely and accurate completion of quote/sales process

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