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Morison Insurance

Digital Sales Personal Lines Insurance Broker - Digital Sales

Full-Time
No salary listed
Mid
St. Catharines, ON, Canada
In Person
InsuranceInsurance Sales & Agency

About the job

Requirements
  • A Registered Insurance Brokers of Ontario license is required.
  • Previous customer service or sales experience is required.
  • A valid G-class driver's license is required.
  • The role requires strong communication skills and confidence in customer-facing conversations.
  • The role requires the ability to manage multiple priorities in a fast-paced environment.
Responsibilities
  • Respond promptly and professionally to incoming personal insurance leads.
  • Use the lead management system to manage and track opportunities.
  • Provide potential clients with insurance advice and customer service.
  • Match client needs with appropriate insurance solutions.
  • Follow established sales procedures and meet sales performance targets.
  • Adhere to in-house underwriting guidelines and industry compliance standards.
  • 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 CRM systems or lead management platforms is an asset.

About the company

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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