Personal Insurance Retention Broker Remote

This is a remote position.

WANNA BE A HERO We re Growing Join our Team!

InsuranceHero.ca is inviting dynamic individuals to join our team and be part of a transformative journey in the insurance industry.

Who We Are :

Founded in 2011 InsuranceHero.ca has established itself as a pioneering insurance brokerage committed to refreshing the personal and commercial insurance landscape. Our approach combines industry expertise innovative practices and a relentless focus on making insurance straightforward and userfriendly.

Our Vision :

Empowering clients to feel better about insurance by simplifying and modernizing the experience.

Our Mission :

Saving you time. Protecting what matters.

The Opportunity :

Were seeking a motivated Personal Lines Retention Specialist. A salesand serviceoriented Personal Lines Insurance Broker ready to thrive in a vibrant and supportive setting. This role is ideal for those eager to move beyond traditional brokerage frameworks and contribute to a team thats redefining industry standards.

Key Responsibilities :

• Review client renewals to ensure we have provided the most comprehensive and competitive offer
• Drive sales through crossselling existing clients & referrals
• Foster and maintain client relationships providing counsel on coverage and policy details
• Deeply understand various insurance providers underwriting rules product features & benefits
• Collaborate with other team members to deliver unmatched customer service
• Work with the Service and Sales teams to develop workflows and procedures that enhance customer experience and improve retention
• Upsell appropriate coverages and products based on clients needs
• Problem solve client issues

What You Bring :

Requirements

Career Requirements :

Benefits

InsuranceHero.ca Benefits :

Career Requirements : Prior Personal Insurance experience (min. 2 years) Knowledge of computer applications : Proficiency with The Agency Manager (TAM), Applied Rating Services are an asset RIBO or OTL Licensed Strong written and oral communication skills Self-starter, able to work in an unsupervised environment Driven by excellent client service Strong multi-tasking skills

Key Skills

Sales Experience,Presentation Skills,Time Management,Customer Service,Communication skills,Microsoft Outlook,Workers' Compensation Law,Outside Sales,Underwriting,Insurance Sales,Customer relationship management,Phone Etiquette

Employment Type : Full Time

Experience : years

Vacancy : 1