Role Description This part-time, on-site Insurance Agent role at INSURE ME ONLINE is based in North York, ON. The Insurance Agent will meet with clients in person to understand their coverage needs, explain policy options, and recommend suitable insurance products. Daily responsibilities include generating leads, following up with prospects, preparing quotes, processing applications, and maintaining accurate client records. The Insurance Agent will collaborate with internal teams and brokerage partners, handle policy changes and renewals, and support clients with claims-related inquiries. The role also involves staying current with industry regulations and product updates to provide informed, compliant advice.
Qualifications
- Strong skills in Insurance Sales and client acquisition, with the ability to build and maintain long-term relationships.
- Knowledge of Insurance products and Insurance Brokerage practices, including understanding of policy terms, coverage options, and underwriting basics.
- Solid Finance awareness to help clients understand premiums, deductibles, and the financial impact of coverage decisions.
- Excellent Customer Service skills, including clear communication, active listening, and professional problem-solving.
- Relevant licensing or certification as an Insurance Agent or Broker (or eligibility to obtain required licenses in Ontario).
- Attention to detail and strong organizational skills for managing multiple clients, documents, and deadlines.
- Comfort working with digital tools and CRM systems to track leads, policies, and client interactions.
- Ability to work on-site in North York, ON, and collaborate effectively with colleagues and management.