Remote licensed health insurance advisor conducting scheduled phone and virtual consultations. Reviewing plan options, explaining coverage, and assisting members with compliant enrollment.
About the role
- Personal Lines Insurance Broker managing client policies and claims for Ontario brokerage Ostic Group. Building trusted relationships and maintaining accurate coverage throughout the client lifecycle.
Responsibilities
- Service and maintain an assigned Personal Lines book of business
- Manage the full client lifecycle, including quotes, new business, renewals, endorsements, remarkets, policy changes, and cancellations
- Review risk and underwriting information to ensure accuracy and optimal insurance solutions
- Document required actions in the system to maintain accurate records and mitigate E&O exposures
- Ensure compliance with carrier binding authorities and RIBO regulations
- Build trusted client relationships by providing knowledgeable, personalized advice
- Follow up on outstanding client and account activities
- Stay current on insurance products, underwriting guidelines, assigned markets, and new market opportunities
- Take new claim reports, help clients navigate the claims process, and submit claims to the insurance carrier
- Collaborate with the broader team to provide a consistent, high-quality client experience
Requirements
- RIBO license required
- Minimum 1 year of Personal Lines Broker experience
- Proven experience servicing and managing an assigned book of business
- Strong knowledge of Personal Lines insurance products, markets, and underwriting practices
- Excellent communication and relationship-building skills, with a focus on putting the client first
- Strong attention to detail, organization, and follow-through
- Working knowledge of Applied EPIC is an asset
Benefits
- Comprehensive health and dental benefits
- Employer pension matching
- Generous vacation time
- Personal days
- Volunteer days
- Pawreavement Leave, because we know pets are family, too
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