25 Sep
|
Collectivfide Insurance Brokers
|
Burlington
25 Sep
Collectivfide Insurance Brokers
Burlington
At Utter Morris Insurance Brokers, we believe insurance is ultimately about people. We've been part of the Burlington community for nearly a century, and since 1927, our family-owned brokerage has built its reputation on strong relationships, personal service, and doing right by our clients.We're a mid-sized brokerage with a close-knit team. We take our work seriously, support each other, and make sure there's time to enjoy the people we work with and celebrate our successes.We're looking for a full-time Personal Lines Insurance Broker to join our team. This is a client-facing role for someone who enjoys building relationships, providing thoughtful insurance advice, and taking ownership of their accounts.The RoleYou'll be responsible for looking after the day-to-day needs of personal lines clients while also helping identify opportunities to strengthen and grow our book of business.Your responsibilities will include:Managing a portfolio of personal lines clients and providing responsive, knowledgeable servicePreparing quotes and handling new business, renewals, endorsements, policy changes, and other account activityReviewing client information and underwriting documentation for accuracy and completenessAssessing client risks and recommending coverage that fits their individual needsWorking directly with insurance carriers and advocating for clients when issues ariseReviewing accounts and identifying opportunities for additional coverage or improved solutionsGenerating new business through referrals, existing client relationships, cross-selling,
and up-sellingRemarketing accounts when appropriate to ensure clients have competitive coverage and pricingReporting claims and helping clients navigate the claims process from start to finishFollowing up on outstanding requests and keeping accounts organized and currentMaintaining accurate information in carrier portals and Applied EPICDeveloping strong working relationships with our insurance marketsKeeping informed about changes to products, underwriting requirements, and the insurance marketplaceWorking with colleagues to create a consistent and positive client experienceWhat Makes You a Outstanding Fit?The right person for this position will be someone who is comfortable taking ownership of their work, enjoys interacting with clients, and can balance service, accuracy, and business development.You'll ideally have:An active RIBO licensePrevious personal lines brokerage experience and familiarity with managing a book of businessStrong verbal and written communication skillsA natural ability to build and maintain client relationshipsKnowledge of personal lines insurance products and basic underwriting principlesExcellent organization and attention to detailThe ability to manage changing priorities and deadlinesA proactive approach to finding solutions and following throughThe ability to work independently while being a supportive member of the teamExperience with Applied EPIC is an assetWhat You Can Expect From UsWe want our employees to have the tools, support,
and opportunities they need to build a long-term career with us.Our total rewards package includes:Competitive compensationHealth and dental benefitsEmployer pension matchingGenerous vacation timePaid sick and personal daysVolunteer daysCommission opportunities on new businessSupport for industry courses and continuing educationOpportunities for career development and advancementStrong relationships with our insurance marketsA family-oriented workplace with a long-standing commitment to our employeesPawreavement Leave - because we know pets are family, tooOur Approach to CompensationWe believe compensation should be straightforward and transparent.The salary range for this position is based on the experience, knowledge, skills, and responsibilities associated with the role. Where a successful candidate falls within the range will depend on their individual qualifications and relevant experience.Candidates with significant directly related experience will generally be considered around the midpoint or higher. Candidates who are earlier in their career or continuing to develop their experience may start below the midpoint, with opportunities to progress as they take on additional responsibilities and demonstrate continued growth and performance.Your individual compensation will ultimately reflect your experience, qualifications, skills, and the contributions you bring to Utter Morris.Our Commitment to AccessibilityUtter Morris Insurance Brokers is committed to maintaining an inclusive, accessible, and barrier-free workplace. If you require accommodation at any point during the recruitment process, please let us know. We will work with you to understand and accommodate your individual needs.
📌 Personal Lines Insurance Broker (Burlington)
🏢 Collectivfide Insurance Brokers
📍 Burlington