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 professional and collaborative 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 qualified 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.

Pay: $40,000.00-$55,000.00 per year

Benefits

- Company events
- Company pension
- Dental care
- Employee assistance program
- Life insurance
- On-site parking
- Paid time off
- Tuition reimbursement
- Vision care

Work Location: In person

📌 Personal Lines Broker (Port Hawkesbury)
🏢 Cal LeGrow
📍 Port Hawkesbury