Recruiter :
Leslie Lake
- RIBO License
- Competitive Compensation
- RRSP, Benefits and HSA
Overview
We are working with a well-established and growing brokerage that prides itself on delivering a high level of client service through a combination of strong community presence and modern technology.
This team is known for its collaborative environment and is looking to add a Personal Lines professional who is detail-oriented, client-focused, and interested in growing within a supportive organization.
Key Responsibilities
- Maintain an active RIBO license in good standing and stay current with continuing education requirements
- Provide day-to-day service to personal lines clients through phone, digital communication, and in-person interactions
- Manage client requests including policy changes, endorsements, billing inquiries, and documentation requests
- Review policies and recommend appropriate coverage based on client needs
- Support clients through the claims process, acting as a liaison with insurers to ensure a smooth experience
- Prepare and present quotes, clearly outlining coverage options and premium differences
- Handle specialty products and niche coverages, ensuring proper placement and client understanding
- Collaborate with internal teams including sales, underwriting, and claims to deliver a seamless client experience
- Ensure all work is completed accurately and within expected timelines
- Participate in ongoing training and development to stay current on products, systems, and regulatory requirements
- RIBO licensed (required)
- Minimum 2 years of experience in personal lines or a similar client-facing role
- Strong communication and interpersonal skills
- Professional, reliable, and client-focused approach
- Ability to work both independently and as part of a team
- High attention to detail with strong organizational skills
- Comfortable managing multiple tasks in a fast-paced environment
- Positive attitude toward learning and professional development