Quote and drive current 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.