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Job Description:

• Build and maintain a book of clients, providing primarily home insurance solutions
• Handle inbound leads via email, phone and in person
• Processing complete file life cycle in our broker management system (Applied TAM), including new client creation, quoting, binding, managing payments, document creation & delivery, endorsements, renewals, cancellations.
• Supporting and participation in in-person and online outreach/marketing efforts
• 100% in office (non-remote), Mon-Fri. 9am-5pm

Skills & Qualification Requirements:

• General Insurance Agent Level 2 License is required
• Fluent in verbal and written English and Cantonese/Mandarin
• At least 3 years of insurance brokerage experience in Canada, preferably with experience with Applied TAM
• Experience in client-facing roles and competency in consultative sales
• Friendly, warm and customer-oriented attitude
• Ability to work independently with a go-getter mentality.
• Working competency with MS Office (Word, Excel and Outlook)
• Must be currently able to work legally in Canada, either as PR or Canadian citizen