Insurance Broker – Personal Lines

Collectivfide Insurance Group Inc.

Insurance Broker handling personal lines for Utter Morris. Providing client service, risk assessments, and policy renewals in Burlington, Ontario.

Posted 6/8/2026full-timeBurlington • 🇨🇦 CanadaMid-LevelSenior💰 CA$55,000 - CA$62,000 per yearWebsite

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

Active RIBO license
Experience servicing a personal lines book of business within a brokerage environment
Strong relationship-building, communication, and client service skills
Ability to manage multiple priorities while maintaining accuracy and professionalism
Solid understanding of personal lines insurance products and underwriting fundamentals
Proactive, solutions-oriented mindset with strong attention to detail
Ability to work effectively both independently and as part of a team
Experience with Applied EPIC is an asset

Benefits

Comp & perks

Competitive compensation and benefits package
Paid sick time and personal time off
Opportunity for advancement
Strong partnership with our markets
Outstanding history and commitment to our employees
Commission on new business sales
Support in pursuing industry related courses

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

data entryrisk assessmentpolicy changesunderwritingcross-sellingup-sellingquote preparationclient account managementclaims processingcoverage solutions

Soft Skills

communicationrelationship-buildingclient serviceattention to detailproactive mindsetsolutions-orientedprofessionalismteamworkmultitaskingcustomer-first culture

Certifications

RIBO license