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Insurance Broker – Personal Lines
Collectivfide Insurance Group Inc.Insurance Broker at Miller Insurance providing advice on insurance products and managing client relationships. Ensuring compliance and delivering exceptional service in a collaborative environment.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in insurance advising, policy compliance, and client relationship management, with a focus on driving new business and identifying cross-sale opportunities.
Highest-signal resume keywords
RIBO LicensePersonal Lines Broker ExperienceClient Relationship ManagementInsurance ComplianceNew Business Development
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Insurance QuotingPolicy ProcessingCoverage ReviewApplication SubmissionClaims Assistance
Soft Skills
Customer CommunicationWorkflow ManagementPrioritization
Certifications & Qualifications
RIBO LicenseOTL
Industry Keywords
Insurance ProductsCross-Sale OpportunitiesBook of BusinessInsurance ProposalsClient Inquiries
About the role
Key responsibilities & impact- Quote and drive new business, following the Miller Insurance new business procedure
- Provides advice to clients on insurance matters, products and coverages
- Completes and submits applications with timely follow up to ensure quotations and policies are received
- Consistently completes and reviews coverage, identifying additional coverage and cross-sale opportunities
- Prepares summaries of insurance and related schedules and proposals
- Processes changes with follow up on policy change requests from clients
- Handles customer inquiries through appropriate communications approaches
- Assist clients in submitting first reports of a claim
- Ensures all policies issued are compliant
- Manages day-to-day workflow and sets priorities
Requirements
What you’ll need- RIBO License or OTL is an asset
- Minimum 1 year Personal Lines Broker experience, an asset
- Proven track record servicing an assigned book of business
Benefits
Comp & perks- comprehensive health and dental benefits
- employer pension matching
- generous vacation time
- personal days
- volunteer days
- Pawreavement Leave