Job Overview

We are a family-owned insurance brokerage dedicated to providing personalized advice and exceptional customer service. Our team takes pride in building long-term relationships with our clients by helping them find insurance solutions that protect what matters most.

The Insurance Broker is responsible for developing and maintaining client relationships, assessing insurance needs, recommending appropriate coverage, and providing ongoing service. The successful candidate is knowledgeable, customer-focused, and committed to delivering professional advice while maintaining the highest ethical standards.

Duties

- Meet with recent and existing clients to assess their insurance needs.
- Recommend and sell personal and/or commercial insurance products that best meet client needs.
- Prepare quotes by comparing coverage and pricing from multiple insurance carriers.
- Explain policy coverage, exclusions, deductibles, and premiums in a clear and understandable manner.
- Process new business, renewals, endorsements, cancellations, and policy changes.
- Review client policies regularly to ensure coverage remains appropriate.
- Build and maintain long-term relationships through exceptional customer service.
- Identify opportunities to cross-sell and upsell additional insurance products.
- Maintain accurate client records and documentation in the brokerage management system.
- Stay informed about industry trends, underwriting guidelines, and regulatory requirements.
- Collaborate with insurance companies, underwriters,



and internal team members to provide timely solutions.
- Meet individual and team sales, retention, and service goals.

Qualifications

- Valid insurance broker license (RIBO or provincial equivalent, as applicable).
- Previous experience in insurance sales or customer service is preferred.
- Strong knowledge of personal and/or commercial insurance products.
- Excellent communication, negotiation, and relationship-building skills.
- Strong organizational skills and attention to detail.
- Proficiency with Microsoft Office and insurance brokerage management software.
- Ability to work independently and as part of a collaborative team

Skills & Attributes

- Customer-focused and qualified
- Strong sales and consultative advising skills
- Excellent problem-solving and decision-making abilities
- Detail-oriented and highly organized
- Self-motivated with the ability to manage multiple priorities
- Honest, ethical, and committed to client advocacy

What We Offer

- Competitive salary plus commission and/or performance incentives
- Benefits package (where applicable)
- Paid vacation and professional development opportunities
- Ongoing training and licensing support
- Supportive, family-oriented workplace
- Opportunities for career growth and advancement

If you are passionate about helping people protect what matters most while building lasting client relationships, we encourage you to apply and become part of our growing team.

Pay: $40,000.00-$60,000.00 per year

Work Location: In person

📌 Insurance Broker (Millbrook)
🏢 Alex Penello and Associates
📍 Millbrook