NOTE : HYBRID work model, office located in Hamilton, Ontario Work Experience : 3+ years Personal Lines Insurance Brokerage, RIBO, VIP high net worth clientele, EPIC, Compu-Quote, cold calling / selling DESCRIPTION : Seeking VIP Personal Lines Insurance Broker.
In this role you will help our company succeed and grow by selling VIP, High Net Worth Personal Lines products . You will assess the client’s insurance needs, evaluate risk and set and meet sales targets.
Meet or exceed monthly sales targets
Answer inbound / outbound calls and online inquiries
Meet or exceed monthly sales targets
Developing business and prospect marketing plan to encourage new sales development
Develop and market new business ideas while building a database of contacts and networking opportunities
Provide potential clients with exceptional service, professional advice and accurate quotes with the market that best suits their needs
Respond to company and or client concerns / inquires in a timely and professional manner
Networking with internal producers to achieve cross-selling goals and build relationships
Networking on the assigned groups and attending events to promote the company and products.
Fully completing all applicable documentation with accuracy upon closing date
Meet or exceed personal insurance production goals as assigned through a series of referral sources and self-generation REQUIREMENTS :
3+ years of Personal Lines Insurance brokerage sales experience / track record
RIBO License
VIP, high net worth Personal Lines brokerage experience an asset
Comfortable and confident with cold selling via email and telephone (preferred)
Creative ability to influence and negotiate
Persistent and results-oriented
Self-starter, highly motivated with the ability to establish sales and retention goals
Strong communication, presentation, and relationship skills
Ability to organize and prioritize work effectively
Strong attention to detail
High level of computer skills, knowledge and previous experience working with EPIC by Applied Systems and Compu-Quote an asset
Have a valid driver's license and vehicle to attend networking events, meet with clients, etc.
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