Personal Lines Insurance Broker
We are looking for a Personal Lines Insurance Broker to join our vibrant team in Burnaby, BC. Let us tell you a little about ourselves and what the role entails. If this sounds like you, we would love to hear from you!
Who We Are
We are a dynamic independent insurance brokerage providing auto, personal lines, and commercial insurance. We operate three locations in Burnaby, BC. Our family roots shine through in our commitment to our employees and our customers. Learn more about our story.
Who You Are
As a Personal Lines Insurance Broker, you work hard to build long-term, professional relationships with current and potential clients. You communicate in a simple and easy to understand manner. You can capably and accurately present facts, choices, and useful advice, verbally and in writing, so that new and existing customers can make a confident and informed decision regarding their insurance needs.
- Hold at minimum, a Level 2 Insurance Broker licence in British Columbia
- At least 2 years experience in selling personal lines insurance
- Proficient in MS Office (Word, Excel; Outlook); familiarity with EPIC Applied Systems an asset
- Affinity for helping others; enjoy being part of a team; are comfortable working in a fast-paced, dynamic environment
- Excited about contributing each day to the growth of Park Insurance, and your personal development
What You’ll Do
Sales
- Research, network, and develop personal lines insurance leads through a variety of methods; motivated and willing to conduct in-person and telephone sales
- Evaluate the insurance needs of clients and prospects (ensuring no gaps or lapses in coverage)
- Regularly follow-up with all prospects
- Work with a team to establish and achieve your sales targets and develop new business
- Work to grow your department and increase the profitability of the company as a whole
Customer Service
- Determine each client’s needs, extent of present coverage, and long-term needs to determine the best insurance products to meet their needs
- Review applications, renewal requests, and endorsements for accuracy, ensuring they are compliant with underwriting guidelines
- Calculate premiums and rates; apply payments and/or refunds
- Complete the binding, invoicing, premium collection, and file documentation of assigned accounts
- Process cancellations; proactively inquire and document reasons for cancellation
- Keep in touch with policy holders for changes, updates, new options, or problems with their coverage
- Consistently document activities and attach correspondences daily in Park’s broker management system
How You’ll Do It
- Develop and maintain respectful, professional, and friendly working relationships with colleagues, company underwriters and anyone we do business with
- Actively listen to colleagues’ suggestions; contribute to team meetings
- Mentor others using your insurance expertise
- Update your personal lines insurance knowledge through continuing education
- Actively support Park’s participation in community events and industry events
- Embrace Park’s core values of: Passion, Happiness, Innovation and Teamwork
What We Offer
- 37.5 hours per week; Monday – Friday schedule; flexible hours for start time
- Competitive compensation and performance-based bonuses
- Paid vacation
- Comprehensive medical plan (100%); Dental plan (80%)
- Health and Wellness program; 10 sick days; 2 personal days; 20-minutes per day for wellness activities; coverage includes optometry, physiotherapy
- Licensing fees are paid 100%; certification upgrades are paid 50% up front and remainder on successful completion
- Employee discounts on home and auto insurance
- Employee referral program
- Educational reimbursement program
- In-house education programs with a focus on personal development
- Emphasis on career growth with opportunities for advancement
- Positive, empowering, family atmosphere – monthly group lunches, anniversary lunches and other staff events
We will invest in you. We will encourage and support your professional and personal development.
HOW TO APPLY
Please submit your cover letter and resume to seanw@park.ca .