Insurance Broker
- Brampton, ON, Canada
Full-time
Applications open in a new tab.
Job details
- Job type
- Full-time
- Apply by
- Posting language
- English
- Posted
Original job description
Role Description The Insurance Broker role is a full-time hybrid position based in Brampton, ON, with flexibility for some work from home. The broker will advise clients on personal and commercial insurance products, assess risk profiles, and recommend appropriate coverage options. Day-to-day responsibilities include preparing quotes, processing applications, policy changes, and renewals, and maintaining accurate client documentation in brokerage systems. The role involves responding to client inquiries, handling claims-related questions, and providing ongoing customer service to build long-term relationships. The broker will also stay current with industry regulations, insurer offerings, and market trends to deliver informed, compliant advice and contribute to the growth of the brokerage.
Qualifications
- Experience and knowledge in Insurance Brokerage and Insurance, including advising on coverage, underwriting basics, and policy placement.
- Background in Finance and Retirement Planning to support clients with integrated risk and financial solutions.
- Strong Customer Service skills, with a focus on responsiveness, empathy, and clear communication.
- Relevant provincial licensing (e.g., RIBO or equivalent) and familiarity with Ontario insurance regulations.
- Proficiency with brokerage management systems, CRM tools, and standard office software.
- Ability to work effectively in a hybrid environment, managing time and priorities between office and remote work.
- Strong analytical, problem-solving, and organizational skills, with attention to detail in documentation and compliance.
- Previous experience in a brokerage, financial services, or related field is an asset; ongoing professional development is encouraged.
More about this job
Responsibilities
Advise personal and commercial insurance clients by assessing risks, recommending coverage, preparing quotes, and processing applications, policy changes, and renewals. Respond to client inquiries and claims-related questions, maintain accurate records, provide ongoing service, and stay current on regulations and market offerings.
Requirements
Candidates should have insurance brokerage knowledge and experience advising on coverage, underwriting basics, and policy placement, along with strong customer service, analytical, organizational, and communication skills. Relevant provincial licensing such as RIBO or equivalent, familiarity with Ontario regulations, and proficiency with brokerage systems and CRM tools are expected; finance or retirement-planning experience is relevant, and prior brokerage or financial-services experience is an asset.
Skills
- Insurance Brokerage
- Insurance Advising
- Risk Assessment
- Coverage Recommendations
- Underwriting
- Policy Placement
- Customer Service
- Client Communication
- Ontario Insurance Regulations
- RIBO Licensing
- Brokerage Management Systems
- CRM Tools
- Analytical Skills
- Problem-Solving
- Organization
- Documentation and Compliance
Visa sponsorship
Not detected in the job text
Categories
- Finance & Accounting
- Sales
- Customer Service & Support
Keywords
- Insurance Brokerage
- Personal Insurance
- Commercial Insurance
- Risk Assessment
- Coverage Recommendations
- Underwriting
- Policy Placement
- Quotes
- Applications
- Policy Changes
- Renewals
- Claims
- Customer Service
- Client Documentation
- Brokerage Management Systems
- CRM Tools
- RIBO
- Ontario Insurance Regulations
- Finance
- Retirement Planning
- Compliance
- Market Trends
- Insurer Offerings
- Professional Development