Full-Time

Digital Sales Commercial Lines Insurance Broker

Aurora

Morison Insurance

Morison Insurance

No salary listed

Aurora, ON, Canada

In Person

Category
Sales & Account Management (1)
Required Skills
CRM
Customer Service
Requirements
  • A Registered Insurance Brokers of Ontario (RIBO) license is required.
  • Previous customer service or sales experience is required.
  • The candidate must hold a valid G-class driver's license.
  • The candidate must be able to manage multiple priorities in a fast-paced environment.
  • The candidate must follow in-house underwriting guidelines and industry compliance standards.
  • Experience with customer relationship management systems or lead management platforms is an asset.
Responsibilities
  • Respond promptly and professionally to incoming personal insurance leads.
  • Use the lead management system to manage and track opportunities.
  • Provide prospective clients with expert advice and outstanding customer service.
  • Match client needs with suitable insurance solutions.
  • Follow established sales procedures and meet sales performance targets.
  • Accurately document conversations and correspondence with clients and insurers.
  • Collaborate with teammates to improve the sales process and client experience.
Desired Qualifications
  • Industry designations such as CAIB or CIP are a plus.
  • Experience with customer relationship management systems or lead management platforms is an asset.

Company Size

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Company Stage

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Total Funding

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Headquarters

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Founded

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