Insurance Broker (Winnipeg, Manitoba)

Job Description

<p><h3>Who We Are</h3><ul><li>Acts as an onsite Broker to assist other Brokers and Supervisors as needed, supporting learning and growth for the team.</li><li>Provides Property, Casualty, Travel Medical and Auto insurance services and professional insurance advice to existing customers and prospects through multiple forms of communication within broker authority level.</li><li>Provides insurance advice, handles policy updates, and inputs changes into the insurance software while documenting them in the agency management system.</li><li>Logs in to the customer assistance telephone queue and provides assistance regarding quotes, changes, amendments, and inquiries for new business and existing clients.</li><li>Using proper questioning and sales techniques, provides property insurance quotations and applies all appropriate pre-qualification and underwriting guidelines while using evaluation software</li><li>Educates the client by explaining the difference in coverage along with special limitations provided by each Insurance provider and packages.</li><li>Assists in improving customer retention and service levels through first call resolution and direct customer contact.</li><li>Adheres to all legal insurance requirements, Insurance Act, and Insurance Code of Ethics.</li><li>Demonstrates daily the Core Values & Behaviours / Service Principles of CCG and promotes all CAA products and partnerships.</li><li>Accepts payments according to procedures and processes endorsements as required.</li><li>Ensures open communication with all underwriting companies and forwards all pertinent documents.</li><li>Closes and balances cash drawer as required.</li><li>Meets the expectations of a Broker Audit and Quality Assurance program.</li><li>Performs other job-related duties as assigned.</li></ul><h3>Who You Are</h3><ul><li>Post-secondary education in insurance or business-related field preferred.</li><li>General Insurance License Level 2 of higher from the Insurance Council of Manitoba</li><li>Strong analytical, customer service, and sales skills.</li><li>Working knowledge of a broker management system, EPIC preferred, Microsoft Office applications</li><li>Minimum of 5 years of related or similar work experience within the insurance industry.</li><li>Demonstrated strong problem-solving abilities in a fast-paced environment</li></ul><p>Looking for experienced individuals that can help support our Winnipeg locations.</p></p>
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