Insurance Representative - Personal Lines

About this Company:

Our client is committed to empowering growth and innovation. We work with a team of talented, motivated individuals who share our passion for efficiency and excellence. As a forward-thinking company, we prioritize a positive workplace culture and opportunities for career advancement, making this a place where you can truly thrive.

Hours: Full-Time, Monday through Friday, 9AM to 5PM (in office)

Insurance Representative Job Responsibilities:

• Provides service to clients’ changing insurance needs by selling auto and property insurance.
• Establishes productive working relationships with clients.
• Develops base for long-term sources of clients.
• Compiles lists of prospects.
• Determines clients’ particular needs and financial situations by scheduling fact-finding appointments and determining the extent of present coverage and investments.
• Ascertains clients’ long-term goals.
• Develops a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation.
• Communicates with adjusters.
• Obtains underwriting approval by completing application for coverage.
• Completes coverage by delivering policy, planning future follow-up visits, and evaluations of needs.
• Provides continuing service by providing direct deposit forms, processing changes in beneficiary, and analyzing policy loan applications.
• Updates job knowledge by participating in educational opportunities, maintaining personal networks, and participating in professional organizations.
• Enhances insurance agency reputation by accepting ownership for accomplishing new and different requests and exploring opportunities to add value to job accomplishments.

Insurance Representative Qualifications/Skills:

• Prospecting skills
• Meeting sales goals
• Motivation for sales
• Product knowledge
• Organizational skills
• Attention to detail
• Strong communication skills

Education and Experience Requirements:

• High school diploma or equivalent
• BA in finance, business, economics, or a related field is preferred
• Provincial license- OTL or RIBO
• Continuing education credits

Salary: Base wage plus opportunity for Monthly Production Bonus, and Annual Bonus

Company Benefits:

• Health, dental, Disability insurance
• Generous vacation schedule
• Retirement plan with company match
• Professional development opportunities
• Employee assistance program

Work Environment & Culture

At our company, we truly value a healthy, happy, and stable work environment. We are looking for someone who can thrive as part of a supportive team—someone who is not only skilled, but also collaborative, respectful, and positive. We take care of each other and our customers, and we believe that when our team is thriving, great things happen.

We prioritize quality of life in the workplace and aim to create an atmosphere where people enjoy coming to work every day. If you are looking for a role where you can grow, feel supported, and be part of something meaningful, we would love to meet you.

Call, Text or email me Job ID - (j-62536)

ALWAYS ON THE HUNT FOR YOU !

Sue Warner, CAIB

Executive Insurance Recruiter

JOB-BORN Executive Search Inc.

289-829-0526