Insurance Broker (Winnipeg)

Insurance Broker (Winnipeg)

05 Oct
|
Richard McKenzie Insurance
|
Winnipeg

05 Oct

Richard McKenzie Insurance

Winnipeg

Insurance Broker

Protecting our clients’ futures — with care that feels like family.

Richard McKenzie Insurance is a family-owned independent insurance brokerage serving clients throughout Manitoba and Ontario. We are looking for an Insurance Broker to join our growing team.

This is a varied brokerage role providing support across Autopac, Personal Lines and Commercial Lines. The successful candidate will work closely with the team lead and producer to complete insurance-related tasks, process documentation and support the day-to-day servicing of client accounts. The producer will lead direct client communication, while this role will focus on accurate, organized and timely execution of assigned work.

***Experience in all three areas is not required. We are open to candidates who have experience in one or more areas and are interested in expanding their insurance knowledge.

What You’ll Do

- Assist with MPI Autopac and Driver Licensing transactions
- Prepare quotes, applications, policy changes and other documentation
- Quote, issue and service Personal Lines policies as directed by the team lead or producer
- Assist with Commercial Lines accounts, including policy changes, renewals, certificates of insurance and other account documentation
- Process policy changes, renewals and endorsements
- Prepare information and documentation for producer review and client communication
- Communicate with insurance companies and other business partners as required
- Maintain accurate client and policy information in our brokerage management system
- Follow up on outstanding items and keep the team informed of progress
- Review work for accuracy and completeness before submission
- Work collaboratively with the team lead, producers, brokers and support staff
- Take direction,



manage assigned priorities and ask questions when clarification is needed

What We’re Looking For

- Successfully completed Fundamentals of Insurance or CAIB 1
- Autopac/IWS experience or willingness to complete MPI training
- Experience in Personal Lines or Commercial Lines is an asset
- Comfortable with Microsoft Word and Outlook
- Applied Epic experience an asset but not required
- Strong organizational skills and attention to detail
- Accurate and efficient data entry and document-processing skills
- Comfortable learning new systems, procedures and insurance products
- Able to manage multiple priorities in a busy brokerage environment
- Reliable, responsive and able to follow direction
- Strong written communication skills
- Someone who enjoys working collaboratively as part of a supportive team
- Clear criminal record check required

What We Offer

- Competitive pay based on experience
- Support for licensing and ongoing education
- Benefits available
- Health Spending Account after 1 year of Service
- Monday to Friday work week
- A family-run workplace where you’re valued and supported

About Us

Richard McKenzie Insurance is a small, family-owned brokerage serving clients across Manitoba and Ontario. We believe in protecting our clients with care, clarity, and integrity — just like family.

Ready to Apply? Send your resume to Leslie McKenzie: [email protected]

Job Type: Full-time

Advantages

- Company events
- Dental care
- Extended health care
- Life insurance

Application question(s):
- Are you currently licensed as an insurance broker in Manitoba?
- What interested you in pursuing a career in the insurance industry?
- Have you successfully completed the Fundamentals of Insurance or CAIB 1 course?
- Are you interested in a role that includes ongoing learning, training and mentorship across Autopac, Personal Lines and Commercial Lines?

Work Location: In person

📌 Insurance Broker (Winnipeg)
🏢 Richard McKenzie Insurance
📍 Winnipeg

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