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Category:
Insurance
Posted: May 5, 2025
Reports to:
Personal Lines Manager
Summary:
Responsible for quoting and sale of automobile and property insurance.
Core Competencies
- Communication
- Energy
- Problem Solving
- Accountability and Dependability
- Ethics and Integrity
Job Duties
- Quote and sell automobile and property insurance to clients while strictly following sales process and underwriting guidelines
- Advise and coach clients on what type of coverage/policy would best meet their needs
- Identify and make recommendations for additional products/services
- Provide front line underwriting
- Processing applications through insurer broker portals
- Invoicing new policies in broker management system
- Ensure policy documents are processed correctly
- Follow up on any outstanding items within allowable timeframe
- Outbound calling to existing Cal LeGrow Clients
Requirements:
- High school diploma. A post-secondary diploma or degree will be an asset.
- Minimum of 1 years' experience in a similar role within the insurance industry.
- Valid property and casualty insurance representative license or the ability to promptly
satisfy the requirements for licensing.
- An industry professional designation such as CAIB or CIP will be an asset, or interest in
professional development.
- Client-focused with excellent customer service and communication skills.
- Extremely well organized with excellent analytical skills.
- Collaborative team player with a positive and supportive attitude.
Interested? Send us your resume to ***
Read the full job description and apply online on the recuiter's web-site
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