The Personal Lines Broker is responsible for providing clients with service to existing policies and quoting recent insurance risks. They shall offer impartial advice, assess client needs, recommend suitable coverage, and serve customers throughout Nova Scotia in a team-based setting. Location of clients may change based on business needs.
The Personal Lines Broker will be responsible for meeting the expectations of a personal service plan, with support, coaching, and training provided by the company.
Responsibilities
Assisting clients in person and by telephone
Recommending appropriate coverages
Educating clients on risks and insurance options
Upselling and cross-selling where appropriate
Supporting team members
Safeguarding client confidentiality
Maintaining accurate records
Completing all required training
Requirements
Valid Nova Scotia Level 2 General Insurance License (preferred) or ability to obtain/transfer licensing.
Preferred Qualifications
CAIB designation or progress toward CAIB, or CIP designation or progress toward CIP
Experience with insurer portals and comparative rating systems
Existing industry relationships and community involvement
Minimum 2–3 years of personal lines insurance experience
Pay: $40,000.00-$55,000.00 per year
Benefits:
Company events
Company pension
Dental care
Disability insurance
Employee assistance program
Extended health care
Life insurance
In office parking
Paid time off
Vision care