Sales Broker

Job summary

Advise clients on insurance products, assess their coverage needs, recommend tailored solutions, and manage leads, quotes, and sales. Maintain client relationships by handling renewals, policy adjustments, and inquiries while supporting a smooth experience from initial contact through post-sale service.

Job details

Company Description Scoop Insurance Brokers is dedicated to helping clients secure insurance coverage that fits their unique needs at the best possible price. The company uses modern technology to compare options across the market, offering a wide range of solutions while saving clients time. By removing complex and outdated industry jargon, Scoop Insurance Brokers focuses on clear, straightforward communication. The team is committed to making insurance simple, accessible, and efficient for every customer. Role Description The Sales Broker is a full-time role responsible for advising clients on insurance products, identifying coverage needs, and recommending tailored solutions. The role includes prospecting and following up with leads, preparing and presenting quotes, and closing sales while maintaining strong, ongoing client relationships. The Sales Broker will handle policy renewals, adjustments, and inquiries, ensuring a smooth client experience from initial contact through post-sale support. This is a hybrid position based in Welland, ON, with a mix of in-office work and some work from home as business needs allow. The role may also involve collaborating with team members, staying current on insurance products and regulations, and participating in training and development activities. Qualifications Strong customer service skills, with the ability to build trust and maintain long-term client relationships. Proven sales skills, including prospecting, negotiation, and closing Excellent verbal and written communication skills, with strong attention to detail and accuracy. Ability to work effectively in a hybrid environment, managing time and priorities independently. Relevant licensing or willingness to obtain required insurance broker licenses in Ontario.In office RIBO training available. Proficiency with digital tools, CRM systems, and office software (e.g., Microsoft Office or similar).

What you’ll do

Advise clients on insurance products, assess their coverage needs, recommend tailored solutions, and manage leads, quotes, and sales. Maintain client relationships by handling renewals, policy adjustments, and inquiries while supporting a smooth experience from initial contact through post-sale service.

Requirements

Candidates should have strong customer service, sales, communication, and relationship-building skills, with attention to detail and the ability to manage priorities independently in a hybrid environment. They must hold or be willing to obtain the required Ontario insurance broker licenses; in-office RIBO training is available, and proficiency with digital tools, CRM systems, and office software is expected.

Listed skills

• Time management · Preferred
• Customer service · Preferred
• written communication · Preferred
• Attention to detail · Preferred
• Sales · Preferred
• Negotiation · Preferred
• Microsoft Office · Preferred
• CRM Systems · Preferred
• Client Relationship Management · Preferred
• Relationship Building · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Customer Service
• Relationship Building
• Prospecting
• Negotiation
• Sales
• Closing Sales
• Verbal Communication
• Written Communication
• Attention To Detail
• Time Management
• Insurance Advising
• Client Relationship Management
• Digital Tools
• CRM Systems
• Microsoft Office

Job areas

• Sales
• Customer Service & Support
• Finance & Accounting