Insurance Broker
- Bolton, ON, Canada
Full-time
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Job details
- Job type
- Full-time
- Apply by
- Posting language
- English
- Posted
Original job description
Company Description Titan Insurance Brokers Inc. The organization focuses on building long-term relationships by understanding individual needs and offering tailored insurance options. Titan’s core objective is to help clients control costs while securing suitable coverage at competitive prices. Strong partnerships with insurance carriers enable the brokerage to match each client with the right provider. The team is committed to demonstrating value through attentive service and results-oriented solutions.
Role Description This full-time Insurance Broker role is a hybrid position based in Bolton, ON, with the flexibility to work from home for part of the week. The Insurance Broker will advise clients on personal and commercial insurance products, review existing policies, and recommend coverage options aligned with risk profiles and financial goals. Daily responsibilities include assessing client needs, preparing quotes, processing applications, managing renewals, and handling policy changes. The role also involves responding to inquiries, resolving issues, and coordinating with insurance carriers to secure favorable terms and timely approvals. The Insurance Broker will maintain accurate records in brokerage systems, ensure compliance with regulatory requirements, and contribute to business development through referrals and relationship-building.
Qualifications
- Strong knowledge of Insurance Brokerage and Insurance products, including policy structures and coverage options.
- Demonstrated Customer Service skills, including clear communication, active listening, and problem-solving in client-facing situations.
- RIBO LEVEL 1 REQUIRED
- Experience in a brokerage, financial services, or related advisory environment is an asset.
- Proficiency with insurance management software, CRM tools, and standard office applications.
- Ability to work effectively in a hybrid setting, manage time independently, and collaborate with colleagues in person and remotely.
- Attention to detail, ethical judgment, and commitment to regulatory compliance and client confidentiality.
More about this job
Responsibilities
Advise personal and commercial clients on insurance coverage, assess their needs, prepare quotes, process applications, manage renewals and policy changes, and resolve inquiries. Coordinate with insurance carriers, maintain accurate brokerage records, ensure regulatory compliance, and support business development through referrals and client relationships.
Requirements
RIBO Level 1 is required, along with strong knowledge of insurance brokerage, insurance products, policy structures, and coverage options. The role also requires customer service and communication skills, proficiency with insurance management and CRM tools, attention to detail, ethical judgment, and the ability to work independently and collaboratively in a hybrid setting.
Skills
- Insurance Brokerage
- Insurance Products
- Policy Structures
- Coverage Assessment
- Customer Service
- Client Communication
- Active Listening
- Problem-Solving
- Needs Assessment
- Quote Preparation
- Policy Administration
- Renewal Management
- Carrier Coordination
- Regulatory Compliance
- Relationship-Building
- Time Management
Visa sponsorship
Not detected in the job text
Categories
- Finance & Accounting
- Sales
- Customer Service & Support
Keywords
- Insurance Brokerage
- Personal Insurance
- Commercial Insurance
- Insurance Products
- Policy Structures
- Coverage Options
- RIBO Level 1
- Customer Service
- Risk Profiles
- Financial Goals
- Needs Assessment
- Quote Preparation
- Application Processing
- Policy Renewals
- Policy Changes
- Insurance Carriers
- Brokerage Systems
- Insurance Management Software
- CRM Tools
- Regulatory Compliance
- Client Confidentiality
- Business Development
- Referrals
- Hybrid Work