- Quote and drive recent business, following the Miller Insurance new business procedure
- Provides advice to clients on insurance matters, products and coverages
- Completes and submits applications with timely follow up to ensure quotations and policies are received
- Consistently completes and reviews coverage, identifying additional coverage and cross-sale opportunities
- Prepares summaries of insurance and related schedules and proposals
- Processes changes with follow up on policy change requests from clients
- Handles customer inquiries through appropriate communications approaches
- Assist clients in submitting first reports of a claim
- Ensures all policies issued are compliant
- Manages day-to-day workflow and sets priorities

Requirements

- RIBO License or OTL is an asset
- Minimum 1 year Personal Lines Broker experience, an asset
- Proven track record servicing an assigned book of business

Core Competencies





Demonstrates expertise in insurance advising, policy compliance, and client relationship management, with a focus on driving new business and identifying cross-sale opportunities.

Highest-signal resume keywords

- RIBO License
- Personal Lines Broker Experience
- Client Relationship Management
- Insurance Compliance
- New Business Development

ATS Optimization Keywords

Hard Skills

- Insurance Quoting
- Policy Processing
- Coverage Review
- Application Submission
- Claims Assistance

Soft Skills

- Customer Communication
- Workflow Management
- Prioritization

Certifications & Qualifications

- RIBO License
- OTL

Industry Keywords

- Insurance Products
- Cross-Sale Opportunities
- Book of Business
- Insurance Proposals
- Client Inquiries

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📌 Insurance Broker – Personal Lines (Kincardine)
🏢 Jobtailor
📍 Kincardine