Personal Lines Broker (Port Hawkesbury)

Personal Lines Broker (Port Hawkesbury)

25 Sep
|
MacLeod Lorway Insurance
|
Port Hawkesbury

25 Sep

MacLeod Lorway Insurance

Port Hawkesbury

We have one position available in each of the following locations:

Port Hawkesbury

If you’re passionate about helping clients, building strong relationships, and finding the right insurance solutions, this could be the opportunity for you. As a Personal Lines Broker, you’ll work closely with clients to manage their insurance needs, grow your book of business, and be part of a collaborative team that puts people first.

Personal Lines Broker

Reports to: Personal Lines Servies Manager

Summary: Responsible maintaining and growing a personal lines book of business through renewal retention, upselling, cross selling

Core Competencies

- Communication
- Energy
- Problem Solving
- Organization
- Accountability and Dependability
- Ethics and Integrity

Job Duties

- Customer service to clients within book of business
- Accepting referral business and quoting to help grow book of business
- Handling the clients’ file activities start to finish to maintain retention targets
- Maintaining skilled and team-oriented relationships with insurers
- Reviewing and addressing renewals
- Processing endorsements and midterm changes




- Rewriting/remarketing where necessary to enhance the client experience
- Initiating and providing guidance in the claims process
- Contributing to premium growth targets by upselling appropriate coverages and referring business to other lines where applicable
- Outbound calling to existing MacLeod Lorway Clients for New Business Opportunities
- Providing assistance to the Sales Team when required

Requirements

- High school diploma. A post-secondary diploma or degree will be an asset.
- Minimum of 2 years’ experience in a similar role within the insurance industry.
- Valid property and casualty insurance representative license or the ability to promptly satisfy the requirements for licensing.
- An industry professional designation such as CAIB or CIP will be an asset, or interest in professional development.
- Client-focused with excellent customer service and communication skills.
- Extremely well organized with excellent analytical skills.
- Collaborative team player with a positive and supportive attitude.

📌 Personal Lines Broker (Port Hawkesbury)
🏢 MacLeod Lorway Insurance
📍 Port Hawkesbury

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