Personal Sales and Service Broker


Ready to take your exceptional customer service skills in Personal Lines to the next level? Do you feel your years of experience and skill set enables you to thrive within a fast-paced environment? If so, this may be the change you’ve been looking for Our client, a growing organization in the Alberta Market, is seeking a Personal Sales and Service Broker to join their team. This brokerage provides a welcoming work environment and all of the tools you need to thrive. The successful candidate will have great communication skills, especially on the phone, the ability to work independently, and a service-oriented mindset. Responsibilities: Selling motorhome, trailer and park model insurance to clients Identifing and explaining appropriate coverage to clients Generating policies, calculating premiums and establishing payment methods Filing applications, attachments and conversation notes in the appropriate location according to the workflow (paper files or electronically) in LeisureQuote, The General or Applied Epic Communicating with clients and respond to questions regarding existing and possible changes to coverage, in-person, by telephone, email or fax Attending trade shows to answer questions or place coverage for clients Upholding privacy standards when dealing confidential information Assisting with cross selling other products such as home and auto insurance or Explorer RV Club membership Reporting claims to the insurance company and follow up with the client Assisting with mail, courier, and filling in for other departments when required Answering incoming calls when other staff members are on another call or away from their desk Qualifications: Completion of secondary school Registered Insurance Broker with a sales focus Willing to get licensed Nationally (excluding Quebec) CAIB, CPIB, CIP, FCIP, CRM or other industry designations are an asset Working knowledge of Microsoft Word, Microsoft Outlook and Microsoft Excel Familiarity with Epic or another broker management system is an asset Familiarity with Aviva’s LeisureQuote is an asset Proven experience offering client-focused solutions and building long-lasting relationships Excellent communication skills, written and verbal Pathfind is a full-service Talent Management firm, offering professional services in Executive Search, Leadership Coaching, and Career Transition/Outplacement. We are a proud partner of Career Partners International. The successful candidate must have legal authorization to work in Canada on a full-time basis for any employer. While we appreciate the interest of all applicants, only those selected for an interview will be contacted.

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