Collectivfide Insurance Group Inc.

Insurance

• Provide prompt, professional, and knowledgeable service to personal lines clients, carriers, and internal team members
• Prepare and process quotes, new business, renewals, endorsements, and policy changes
• Review underwriting information and documentation to ensure accuracy and completeness
• Conduct detailed risk assessments and recommend appropriate coverage solutions tailored to client needs
• Act as the primary liaison between clients and insurance carriers
• Identify and act on cross-sell and up-sell opportunities when appropriate
• Remarket personal lines policies to ensure competitive coverage and pricing
• Take and submit new claim reports and support clients through the claims process with timely follow-up
• Maintain proactive oversight of client accounts, resolving outstanding items efficiently
• Ensure accurate data entry in carrier portals and the broker management system (Applied EPIC)
• Stay current on carrier products, underwriting guidelines, and market changes
• Contribute to a positive, customer-first culture within the team

Insurance Broker – Personal Lines

• Working as part of a team to service, maintain, and help grow a personal lines book of business.
• Manage all aspects of the customer life cycle from quote to renewal, endorsements, remarket and cancellations.
• Conduct detailed reviews of risk and underwriting information to ensure accuracy and optimal insurance solutions for clients.
• Take new claim reports, help clients navigate through this process with empathy, and submit them to the insurance carrier.
• Diligent follow up on clients’ accounts to ensure outstanding activities are resolved.

Learning and Development

• Design, develop, and deliver training programs focused on property & casualty (P&C) insurance knowledge, including products, coverages, policy wordings, workflows, and regulatory requirements
• Collaborate with leadership, HR, and subject-matter experts to identify skill and knowledge gaps and implement targeted learning solutions to improve performance, client satisfaction, and retention
• Facilitate in-person, virtual, and blended learning experiences to support ongoing professional development across the brokerage network
• Support the onboarding and training of new hires by developing structured onboarding programs and role-specific training plans and programs
• Develop and maintain training materials, job aids, learning paths, and reference tools to support consistent knowledge transfer
• Evaluate the effectiveness of training programs and recommend enhancements based on feedback, performance metrics, and business needs
• Support operational projects and change initiatives by delivering training support as required
• Stay current on insurance industry trends, regulatory updates, and adult learning best practices
• Assist in the development of the learning and development strategy for our brokerages across the Collectivfide network

Insurance Broker – Personal Lines

Insurance Broker – Personal Lines

Learning & Development Specialist