Insurance Broker – Billyard Insurance Group (Bolton)
Company Name: BIG – Billyard Insurance Group
Position: Insurance Broker / Insurance Account Manager
Department: Sales
NOC Code: 63100 – Insurance Agents and Brokers (TEER 3)
Job Location: Bolton, Ontario, L7E 1T6
Work Arrangement: On-site
Employment Type: Permanent, Full-time
Salary: $37.00 per hour
Hours: 30 hours per week
Annual Salary: $57,720
Number of Vacancies: 2
Experience Required: 1 year to less than 2 years
Education Required: Secondary School Graduation Certificate
Language: English
Benefits: Health Benefits and Health Care Plan
Job Summary
BIG – Billyard Insurance Group is seeking two motivated and customer-focused Insurance Brokers to join its sales team at its Bolton, Ontario location.
The successful candidates will be responsible for developing new business opportunities, maintaining relationships with existing clients, assessing insurance requirements, recommending appropriate insurance products, preparing quotations, and administering insurance policies.
The successful candidates will provide professional insurance advice and customer service while contributing to the company's sales objectives and continued business growth.
Key Responsibilities
Identify and solicit potential individual and business clients for various insurance products.
Develop and maintain relationships with existing and prospective clients.
Assess clients' insurance needs and recommend appropriate insurance coverage.
Sell automobile, property, commercial and other applicable insurance products.
Explain insurance coverage, policy terms, conditions, premiums, exclusions and benefits to clients.
Prepare insurance quotations and calculate premiums based on clients' requirements.
Assist clients with completing insurance applications and obtaining required documentation.
Process new insurance applications, policy changes, renewals and cancellations.
Establish insurance coverage and coordinate policy documentation with insurance providers.
Follow up with prospective clients and maintain ongoing communication with existing policyholders.
Identify opportunities to generate new business and expand existing client accounts.
Monitor client insurance requirements and assist with claims-related inquiries.
Maintain accurate client records, policy information and insurance documentation.
Provide ongoing customer service and resolve client concerns professionally.
Coordinate with insurance companies and internal departments to ensure timely processing of policies.
Meet sales targets and contribute to the development of the company's client portfolio.
Qualifications and Requirements
Secondary school graduation certificate.
1 year to less than 2 years of experience in insurance sales, brokerage, account management or a related field.
Strong communication, interpersonal and customer service skills.
Ability to identify client needs and recommend suitable insurance products.
Strong sales, negotiation and relationship-building abilities.
Excellent organizational and time-management skills.
Ability to work independently and as part of a team.
Licensing and Training
Must hold or be eligible to obtain the applicable Ontario insurance licence required for the position.
Knowledge of insurance products, policy administration and brokerage operations is an asset.
Relevant industry training will be provided as required.
Computer and Technology Knowledge
Microsoft Office.
Microsoft Excel.
Insurance management and policy administration software.
Customer relationship management (CRM) systems.
Accounting and billing software.
Employment Benefits
Health benefits.
Health care plan.
Working Conditions
Permanent, full-time employment.
On-site work at the Bolton, Ontario location.
Work schedule may include morning, daytime and evening shifts depending on business requirements.
How to Apply
Interested and qualified candidates are invited to submit their applications by email to:
Please include a résumé outlining relevant education, professional experience, insurance industry knowledge and qualifications.
Billyard Insurance Group – Bolton welcomes applications from qualified candidates, including newcomers, Indigenous persons, vulnerable youth and persons with disabilities.