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Personal Lines Broker
Park and Company Insurance AgentsPersonal Lines Insurance Broker at a dynamic brokerage in Burnaby, BC focused on client insurance needs. Responsible for sales, customer service and team collaboration initiatives.
About the role
Key responsibilities & impact- Evaluate the insurance needs of clients and prospects (ensuring no gaps or lapses in coverage)
- Regularly follow-up with all prospects
- Work with a team to establish and achieve to develop new business
- Work to grow your department and increase the profitability of the company as a whole
- Determine each client’s needs, extent of present coverage, and long-term needs to determine the best insurance products to meet their needs
- Review applications, renewal requests, and endorsements for accuracy, ensuring they are compliant with underwriting guidelines
- Calculate premiums and rates; apply payments and/or refunds
- Complete the binding, invoicing, premium collection, and file documentation of assigned accounts
- Process cancellations; proactively inquire and document reasons for cancellation
- Keep in touch with policy holders for changes, updates, new options, or problems with their coverage
- Consistently document activities and attach correspondences daily in Park’s broker management system
- Develop and maintain respectful, professional, and friendly working relationships with colleagues, company underwriters and anyone we do business with
- Actively listen to colleagues’ suggestions; contribute to team meetings
- Mentor others using your insurance expertise
- Update your personal lines insurance knowledge through continuing education
- Actively support Park’s participation in organizational culture, community events and industry events
Requirements
What you’ll need- Hold at minimum, a Level 1 Insurance Broker licence in British Columbia,
- Level 2 or willingness to obtain preferred.
- At least 3-5 years experience in selling personal lines insurance
- Proficient in MS Office (Word, Excel; Outlook);
- familiarity with EPIC Applied Systems an asset
- Affinity for helping others; enjoy being part of a team; are comfortable working in a fast-paced, dynamic environment
- Excited about contributing each day to the growth of Park Insurance, and your personal development.
Benefits
Comp & perks- 3 weeks paid vacation
- Comprehensive medical plan (100%);
- Dental plan (80%)
- Health and Wellness program; 10 sick days; 2 personal days; 20-minutes per day for wellness activities;
- Employee discounts on home and auto insurance
- Employee referral program
- Educational reimbursement program; certification upgrades are paid 50% up front and remainder on successful completion
- In-house education programs with a focus on personal development
- Emphasis on career growth with opportunities for advancement
- Positive, empowering, family atmosphere – biannual staff appreciation events, anniversary lunches and lots of other fun staff events.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Insurance Needs EvaluationPremium CalculationApplication ReviewInvoicingFile DocumentationCancellation Processing
Soft Skills
Active ListeningTeam CollaborationMentoringProfessional Relationship BuildingAdaptability
Certifications
Level 1 Insurance Broker LicenceLevel 2 Insurance Broker Licence (Preferred)