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Insurance Broker (Winnipeg, Manitoba)
Insurance Broker (Winnipeg, Manitoba)CAA Club Group • Winnipeg, MB, CA
Insurance Broker (Winnipeg, Manitoba)

Insurance Broker (Winnipeg, Manitoba)

CAA Club Group • Winnipeg, MB, CA
30+ days ago
Job type
  • Full-time
Job description

Position Details

Who We Are:

  • Acts as an onsite Broker to assist other Brokers and Supervisors as needed, supporting learning and growth for the team.
  • Provides Property, Casualty, Travel Medical and Auto insurance services and professional insurance advice to existing customers and prospects through multiple forms of communication within broker authority level.
  • Provides insurance advice, handles policy updates, and inputs changes into the insurance software while documenting them in the agency management system.
  • Logs in to the customer assistance telephone queue and provides assistance regarding quotes, changes, amendments, and inquiries for new business and existing clients.
  • Using proper questioning and sales techniques, provides property insurance quotations and applies all appropriate pre-qualification and underwriting guidelines while using evaluation software
  • Educates the client by explaining the difference in coverage along with special limitations provided by each Insurance provider and packages.
  • Assists in improving customer retention and service levels through first call resolution and direct customer contact.
  • Adheres to all legal insurance requirements, Insurance Act, and Insurance Code of Ethics.
  • Demonstrates daily the Core Values & Behaviours / Service Principles of CCG and promotes all CAA products and partnerships.
  • Accepts payments according to procedures and processes endorsements as required.
  • Ensures open communication with all underwriting companies and forwards all pertinent documents.
  • Closes and balances cash drawer as required.
  • Meets the expectations of a Broker Audit and Quality Assurance program.
  • Performs other job-related duties as assigned.

Who You Are:

• Post-secondary education in insurance or business-related field preferred.
• General Insurance License Level 2 of higher from the Insurance Council of Manitoba
• Strong analytical, customer service, and sales skills.
• Working knowledge of a broker management system, EPIC preferred, Microsoft Office applications
• Minimum of 5 years of related or similar work experience within the insurance industry.
• Demonstrated strong problem-solving abilities in a fast-paced environment

Looking for experienced individuals that can help support our Winnipeg locations.

#LI-DNI

#LI-DNP

#LI-Onsite

#LI-AO1

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Insurance Broker (Winnipeg, Manitoba) • Winnipeg, MB, CA

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