Commercial Insurance Broker

This is a fully remote position, open to applicants in Canada.

📋 Description

• Report to a Team Lead and collaborate with Accounts, New Business, or Renewals.

• Onboard new clients and act as the primary contact for client inquiries.

• Review submissions, process endorsements, issue certificates of insurance, and implement policy changes.

• Conduct mid-term reviews to uncover upselling and cross-selling potential.

• Analyze and execute remarkets with insurance partners.

• Engage inbound leads to provide guidance and convert inquiries into clients; no cold calling is necessary.

• Assess potential clients’ risks and recommend and cross-sell coverage packages.

• Assist clients from the initial quote stage through to the finalized sale, explaining coverage terms in straightforward language.

• Share updates and insights on the pipeline to enhance pricing models, conversion strategies, and program offerings.

• Lead renewal outreach efforts to maintain business relationships.

• Perform gap analyses and promote supplementary coverage options.

• Collaborate with insurance partners to negotiate pricing structures and secure renewal coverage packages.

• Review policy data for accuracy across renewal documentation.

⛳️ Requirements

• A valid broker license with over 1 year of insurance experience.

• An active RIBO license is highly preferred.

• Ability to simplify complex insurance concepts into easily understandable language.

• Proficient in collaborating with colleagues, underwriters, and partners.

• Strong attention to detail in policy accuracy and a results-oriented mindset.

• Excellent prioritization skills to manage a diverse client portfolio and multiple tasks concurrently.

• Demonstrated ability to utilize digital tools and a BMS for efficient client portfolio management.

🏝️ Benefits

• Remote-first setup for enhanced flexibility.

• Home office allowance to establish a comfortable work environment.

• “Office in a box” provision with all essential tech equipment.

• Half days off before public holidays.

• Flexible health and dental plans for families, including mental health support.

• Health & personal spending accounts to invest in wellness according to your preferences.

• Parental leave top-up support.

• Education assistance reimbursement for courses, conferences, books, and memberships.

• Opportunities to learn from industry experts and advance your career.

• Weekly Friday huddles to share updates and foster connections across teams.

• Virtual and in-person team-building events.

• Performance-based bonuses paid quarterly, with multipliers for exceeding targets.

• Diversity and inclusivity accommodations throughout the hiring process.