About the role

Personal Lines Insurance Broker at a dynamic brokerage in Burnaby, BC focused on client insurance needs. Responsible for sales, customer service and team collaboration initiatives.

Responsibilities

Evaluate the insurance needs of clients and prospects (ensuring no gaps or lapses in coverage)
Regularly follow-up with all prospects
Work with a team to establish and achieve to develop new business
Work to grow your department and increase the profitability of the company as a whole
Determine each client’s needs, extent of present coverage, and long-term needs to determine the best insurance products to meet their needs
Review applications, renewal requests, and endorsements for accuracy, ensuring they are compliant with underwriting guidelines
Calculate premiums and rates; apply payments and/or refunds
Complete the binding, invoicing, premium collection, and file documentation of assigned accounts
Process cancellations; proactively inquire and document reasons for cancellation
Keep in touch with policy holders for changes, updates, new options, or problems with their coverage
Consistently document activities and attach correspondences daily in Park’s broker management system
Develop and maintain respectful, professional, and friendly working relationships with colleagues, company underwriters and anyone we do business with
Actively listen to colleagues’ suggestions; contribute to team meetings
Mentor others using your insurance expertise
Update your personal lines insurance knowledge through continuing education
Actively support Park’s participation in organizational culture, community events and industry events

Hold at minimum, a Level 1 Insurance Broker licence in British Columbia,
Level 2 or willingness to obtain preferred.
At least 3-5 years experience in selling personal lines insurance
Proficient in MS Office (Word, Excel; Outlook);
familiarity with EPIC Applied Systems an asset
Affinity for helping others; enjoy being part of a team; are comfortable working in a fast-paced, dynamic environment
Excited about contributing each day to the growth of Park Insurance, and your personal development.

3 weeks paid vacation
Comprehensive medical plan (100%);
Dental plan (80%)
Health and Wellness program; 10 sick days; 2 personal days; 20-minutes per day for wellness activities;
Employee discounts on home and auto insurance
Employee referral program
Educational reimbursement program; certification upgrades are paid 50% up front and remainder on successful completion
In-house education programs with a focus on personal development
Emphasis on career growth with opportunities for advancement
Positive, empowering, family atmosphere – biannual staff appreciation events, anniversary lunches and lots of other fun staff events.