Personal Lines Broker - Head Office
Top Benefits
About the role
WHO WE ARE We are a dynamic independent insurance brokerage providing auto, personal lines and commercial insurance. We operate three locations in Burnaby, BC. Our family roots shine through in our commitment to our employees and our customers. Learn more about our story.
WHO YOU ARE As a Personal Lines Insurance Broker, you work hard to build long-term, professional relationships with current and potential clients. You communicate in a simple and easy to understand manner. You can capably and accurately present facts, choices, and useful advice, verbally and in writing, so that new and existing customers can make a confident and informed decision regarding their insurance needs.
Hold at minimum, a Level 1 Insurance Broker licence in British Columbia, Levle 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
WHAT YOU’LL DO Sales
Motivated and willing to conduct in-person and telephone sales
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
Customer Service
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
HOW YOU’LL DO IT
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
Embrace Park’s core values of: Passion, Happiness, Innovation and Teamwork
WHAT WE OFFER
5 days per week; Monday – Friday schedule; eligible after probation for Hybrid schedule (3 days at our Head Office in Burnaby and 2 at home)
Competitive compensation and performance-based bonuses
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; coverage includes optometry, physiotherapy
Licensing fees are paid 100%
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 We will invest in you. We will encourage and support your professional and personal development.
Not the right fit? Search for Personal Lines Broker jobs in Burnaby, British Columbia, Canada
About Park Insurance
Our customers come first. We source coverages that meet your unique insurance needs. We recognize that an insurance broker can—and must—be personable, friendly and at all times fair. We provide a level of valued service that our customers truly need and turn to repeatedly.
Our President is Bryan Fitzpatrick. As the second-generation to run our family-owned firm, Bryan shares, “I prefer to maintain our family business roots and go the extra step to make people happy. We serve our customers much better as an independent broker. We give people personalized attention and the greatest value for their insurance dollars.”
We work hard to ensure that you know your options, understand your choices and are getting exactly the coverage you need. Unlike a direct seller or agent, we are not limited to just one insurance company when we look to get you the best value. We find the best premium coverage for you at very competitive prices.
Similar Jobs
Personal Lines Broker - Head Office
Top Benefits
About the role
WHO WE ARE We are a dynamic independent insurance brokerage providing auto, personal lines and commercial insurance. We operate three locations in Burnaby, BC. Our family roots shine through in our commitment to our employees and our customers. Learn more about our story.
WHO YOU ARE As a Personal Lines Insurance Broker, you work hard to build long-term, professional relationships with current and potential clients. You communicate in a simple and easy to understand manner. You can capably and accurately present facts, choices, and useful advice, verbally and in writing, so that new and existing customers can make a confident and informed decision regarding their insurance needs.
Hold at minimum, a Level 1 Insurance Broker licence in British Columbia, Levle 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
WHAT YOU’LL DO Sales
Motivated and willing to conduct in-person and telephone sales
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
Customer Service
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
HOW YOU’LL DO IT
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
Embrace Park’s core values of: Passion, Happiness, Innovation and Teamwork
WHAT WE OFFER
5 days per week; Monday – Friday schedule; eligible after probation for Hybrid schedule (3 days at our Head Office in Burnaby and 2 at home)
Competitive compensation and performance-based bonuses
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; coverage includes optometry, physiotherapy
Licensing fees are paid 100%
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 We will invest in you. We will encourage and support your professional and personal development.
Not the right fit? Search for Personal Lines Broker jobs in Burnaby, British Columbia, Canada
About Park Insurance
Our customers come first. We source coverages that meet your unique insurance needs. We recognize that an insurance broker can—and must—be personable, friendly and at all times fair. We provide a level of valued service that our customers truly need and turn to repeatedly.
Our President is Bryan Fitzpatrick. As the second-generation to run our family-owned firm, Bryan shares, “I prefer to maintain our family business roots and go the extra step to make people happy. We serve our customers much better as an independent broker. We give people personalized attention and the greatest value for their insurance dollars.”
We work hard to ensure that you know your options, understand your choices and are getting exactly the coverage you need. Unlike a direct seller or agent, we are not limited to just one insurance company when we look to get you the best value. We find the best premium coverage for you at very competitive prices.