Insurance Broker

Job summary

Advise personal and commercial clients on insurance needs, assess risks, and recommend suitable coverage from multiple insurers. Generate and respond to leads, prepare quotes, process applications and policy changes and renewals, provide proactive service, maintain client and insurer relationships, and support business growth.

Job details

Company Description A-Z Insurance is a fast-growing property and casualty insurance brokerage based in Ontario, Canada, dedicated to delivering exceptional service and tailored personal and commercial insurance solutions. The team combines strong collaboration, efficient operations, and deep industry knowledge to meet the evolving needs of clients. In just a few years, the brokerage has earned a reputation for professionalism, responsiveness, and reliability. A-Z Insurance supports brokers with hands-on training, modern tools, and a culture that values innovation and shared success. The company actively partners with top-tier insurers and driven professionals who are passionate about shaping the future of insurance in Ontario. Role Description The Insurance Broker role at A-Z Insurance is a full-time hybrid position based in Markham, ON, with flexibility for some work from home. The broker will advise clients on personal and commercial insurance products, assess coverage needs, and present suitable policy options from multiple insurers. Daily responsibilities include generating and responding to leads, preparing quotes, processing applications, policy changes, and renewals, and ensuring accurate documentation. The role involves providing proactive customer service, handling inquiries and claims-related questions, and maintaining strong relationships with clients and insurer partners. The broker will also stay current on market trends, underwriting guidelines, and regulatory requirements, while contributing to a collaborative team environment and supporting business growth initiatives. Qualifications Demonstrated expertise in Insurance Brokerage and Insurance, including assessing client risk profiles and recommending appropriate coverage. Solid understanding of Finance and Retirement Planning to support clients with long-term protection and financial security needs. Strong Customer Service skills, with the ability to communicate clearly, build trust, and respond promptly to client inquiries. Relevant industry licensing or designation (e.g., RIBO or equivalent), and knowledge of P&C insurance products in Ontario. Proficiency with brokerage management systems and digital tools; ability to learn new platforms quickly. Strong analytical, organizational, and time-management abilities, with attention to detail and accuracy in documentation. Ability to work effectively in a hybrid environment, both independently and as part of a collaborative team. Previous experience in an insurance brokerage or related financial services environment is an asset.

What you’ll do

Advise personal and commercial clients on insurance needs, assess risks, and recommend suitable coverage from multiple insurers. Generate and respond to leads, prepare quotes, process applications and policy changes and renewals, provide proactive service, maintain client and insurer relationships, and support business growth.

Requirements

Candidates should have insurance brokerage expertise, knowledge of Ontario property and casualty products, and relevant licensing or designation such as RIBO or equivalent. Strong customer service, communication, analytical, organizational, and time-management skills are required, along with familiarity with brokerage systems; finance and retirement-planning knowledge is also relevant.

Listed skills

• Time management · Preferred
• Customer service · Preferred
• Regulatory Compliance · Preferred
• Client Relationship Management · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Insurance Brokerage
• Property And Casualty Insurance
• Risk Assessment
• Coverage Recommendations
• Customer Service
• Client Relationship Management
• Lead Generation
• Insurance Quoting
• Policy Processing
• Policy Renewals
• Claims Inquiries
• Underwriting Guidelines
• Regulatory Compliance
• Analytical Skills
• Time Management
• Brokerage Management Systems

Job areas

• Finance & Accounting
• Sales
• Customer Service & Support