Sales Broker

Job Title: Sales Broker
Location: Remote
Employment Type: Full-Time / Permanent

Who we are:
Established in 2008, My Insurance Broker is a proud family-owned and Canadian-operated brokerage. As one of Ontario's fastest-growing online brokerages, we have forged strong partnerships with Canada's leading insurance companies. With multiple offices across Southern Ontario and a dedicated support center in Richmond Hill, we are committed to delivering superior pricing, comprehensive coverage, and exceptional service to our clients.

About the role:
As a Sales Broker, this role involves quoting clients and binding policies in a call-centre environment, focusing solely on new business with leads provided. Responsibilities include engaging with clients, assessing risk, binding policies over recorded calls, and maintaining professional relationships with clients, staff, and partners while following guidelines and best practices.

The ideal candidate will excel at managing multiple priorities, possess strong communication, analytical, time management, and organizational skills, and have keen attention to detail with efficient keyboarding. They will provide customer service and have technical knowledge of personal lines products.

What you’ll be doing:

• Engage with inbound potential clients in our call-centre environment and offer quotes based on doing a diligent job of frontline underwriting – leads are provided to sales brokers
• Collect all necessary details to properly assess the risk and review the client’s coverage requirements
• Bind the customer in a recorded call over the telephone without a need for signed applications
• Return customer calls and inquiries in an effort to quote and bind potential leads on outbound calls as required
• Follow all internal and partner guidelines to ensure the risk is placed with the appropriate market
• Ensuring that we maintain a good relationship with all past, present or potential clients
• Following direction of management and implementing best practices as appropriate and working with other internal departments as necessary
• Listening to concerns associated with current processes and advising management of potential changes, opportunities and developments
• Keep a healthy and professional rapport with all staff, associate brokers, and carrier partners
• Perform other related tasks as required.

What we need you to bring:

• Minimum College or University level Degree/Undergraduates Degree or comparable experience
• Minimum 1 year of experience in a general insurance brokerage (preferred)
• R.I.B.O (Level I) License
• Call Centre experience (preferred)
• Proficient with insurance policy systems as well as MS Office, specifically Excel, Word, and Outlook
• Experience working with company portals and Broker Management System (EPIC) is an asset.
• CIP or CAIB Certification or working towards its completion
• Will accept individual with OTL and strong background

My Insurance Broker is an equal opportunity employer committed to fostering an inclusive, respectful, and diverse workplace. We are committed to providing accommodation upon request for applicants and employees with disabilities, in accordance with the Ontario Human Rights Code and the Accessibility for Ontarians with Disabilities Act (AODA). If you require accommodation at any stage of our hiring process, please inform us and we will work with you to meet your needs.

We thank all candidates for their interest, however, only those selected for an interview will be contacted.