08 Sep
|
Unison Insurance Group
|
Canada
08 Sep
Unison Insurance Group
Canada
Company Description Unison Insurance Group Inc. is a premier insurance brokerage serving clients across Ontario with a focus on clarity, integrity, and comprehensive risk solutions. The company’s philosophy centers on working in unison with clients to secure their futures and with team members to support and grow their careers. Unison takes a proactive approach in an often reactive industry, staying ahead of market trends, regulatory changes, and emerging risks.
This forward-looking mindset creates a dynamic, educational environment for staff and superior service for clients. As an expanding brokerage, Unison offers a positive, transparent culture where each team member plays a vital role in the strategic vision.
Role Description The Insurance Broker will work full time in a remote capacity, supporting clients with tailored insurance and financial solutions. Day-to-day responsibilities include assessing client needs, recommending appropriate insurance products, and managing policy applications, renewals, and changes. The role involves building and maintaining long-term client relationships, providing clear explanations of coverage options, and assisting clients with claims-related inquiries.
The Insurance
Broker will also stay informed about industry trends, regulatory updates, and new products to provide proactive advice. Collaboration with internal teams to ensure seamless service and accurate documentation is an important part of this role.
Qualifications
- Strong expertise in insurance brokerage and insurance products, with the ability to match client needs to appropriate coverage.
- Knowledge of finance and retirement planning to support clients with broader risk management and long-term financial security.
- Proven customer service skills, including clear communication, active listening, and a client-centered approach.
- Relevant insurance licensing (or eligibility to obtain licensing) in Ontario and familiarity with provincial regulations.
- Ability to work independently in a remote environment, manage time effectively, and prioritize multiple client requests.
- Comfort with digital tools and CRM systems for managing client records, proposals, and policy documentation.
- Previous experience in insurance, financial services, or related fields is an asset.
- Skilled, ethical mindset with a commitment to transparency and continuous learning.
📌 Insurance Broker (Canada)
🏢 Unison Insurance Group
📍 Canada