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Morison Insurance

Digital Sales Personal Lines Insurance Broker - Simcoe

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

About the job

Requirements
  • A Registered Insurance Brokers of Ontario (RIBO) license is required.
  • Previous customer service or sales experience is required.
  • A valid G-class driver's license is required.
  • The candidate must be able to manage multiple priorities in a fast-paced environment.
  • The role requires communicating confidently in customer-facing conversations.
  • Experience with customer relationship management systems or lead management platforms is an asset.
Responsibilities
  • Respond promptly and professionally to all incoming personal insurance leads.
  • Use the lead management system to manage and track opportunities.
  • Provide potential clients with expert advice and outstanding 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.

About the company

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Total Funding

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Headquarters

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Founded

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