Company Description
NextGen Insurance is a Canadian insurance brokerage dedicated to making coverage straightforward, transparent, and tailored to each client’s needs. The company serves individuals, families, and businesses across Canada through a network of trusted insurance providers, offering a wide range of personal and commercial insurance products. Team members focus on understanding client goals and recommending coverage that aligns with lifestyle and budget, from home and auto to business and other valuable assets. NextGen Insurance emphasizes long‑term relationships built on personalized service, responsive support, and expert guidance, including policy comparisons, claims assistance, and regular policy reviews. The organization is committed to protecting what matters most for clients while delivering competitive pricing and trusted advice.

Role Description
The Personal Lines Broker is a full‑time, hybrid role based in Toronto, ON, with flexibility for some work from home. In this role, the broker will advise clients on personal lines products such as home, auto, and tenant insurance, assessing their needs and recommending suitable coverage options from multiple carriers. The Personal Lines Broker will respond to client inquiries, support claims reporting, follow up on outstanding information, and maintain strong relationships through explicit communication and timely service. The role also involves staying current on carrier products, underwriting guidelines, and regulatory requirements, and contributing to team goals and service standards.

Responsibilities

Conduct in‑person client meetings to develop a profitable portfolio of personal lines accounts while delivering an exceptional client experience

Prepare, service and manage new business applications,



quotations, binders, renewals, endorsements and cancellations with accuracy and efficiency

Present insurance quotations and coverage recommendations professionally, clearly explaining policy features and options to help clients make informed decisions

Build and maintain strong strategic relationships with clients, carrier underwriters and colleagues

Deliver exceptional customer service by responding promptly to client inquiries and maintaining accurate client records in Acturis

Identify opportunities to generate new business and contribute to premium growth through cross‑selling, upselling and bundling insurance products

Achieve and exceed individual sales and retention targets through strategic business planning and proactive client engagement

Develop and maintain proficiency in Acturis and Applied Rating Service (ARS)

Stay current on insurance market trends, carrier products, underwriting guidelines and regulatory requirements

Qualifications

RIBO licence (Required)

Minimum 2 years of experience in Personal Lines insurance

Demonstrated success in preparing insurance quotations with a proven ability to upsell, cross‑sell and identify new business opportunities

Strong interpersonal, verbal communication and presentation skills

Proven ability to manage a high‑volume portfolio while delivering exceptional client relationship management

Computer proficiency with experience using Acturis and Compu‑Quote (Applied Rating Services) is an asset

Outstanding customer service skills with the ability to build and maintain strong professional relationships

Strong analytical, problem‑solving and conflict resolution skills

High level of accuracy, attention to detail, and commitment to regulatory compliance.

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📌 Personal Lines Broker (Ontario)
🏢 Next Gen Insurance
📍 Ontario