Insurance Account Representative (Personal Lines)
Location: Mississauga Ontario
Type: Full-time
Job Overview:
We are seeking a motivated and results-driven Individual to join our team as an Insurance Account Representative (Personal lines).
You will be a primary point of contact for clients and a key part of your role will be to assist with growing our personal lines insurance block (home and auto). As a key point of contact for our clients, you will provide expert advice, sell tailored solutions, and deliver top-notch service to new clients as well as existing policyholders.
This position is ideal for someone who enjoys building relationships, thrives in a dynamic team environment, and is dedicated to achieving personal and team goals.
Experience in personal lines is required. We believe in and foster an environment of learning and growing. While your primary role will be in personal lines, you will have the opportunity to continue to build and expand your knowledge in other product lines (e.g. commercial, life & health, etc), obtain professional designations (e.g. CIP, CFP, etc), and learn from the other team members and their year of experience.
To be successful in this environment you should have a strong desire to learn and grow, be a team player, be accountable to your results, be client focused, and be community minded.
Applicants should be prepared to discuss their plan for generating leads and growing the client base.
We are a growing Agency and this is a net new position within our team.
Key Responsibilities:
Client Interaction: Engage with clients to understand their insurance needs, provide personalized solutions, and offer expert guidance on personal lines insurance products.
Sales and Service: Attract new clients and cross-sell additional products (or uncover additional product opportunities) to existing clients. Provide exceptional service to ensure client satisfaction and retention.
Accountability for Results: Meet and exceed sales targets and performance metrics. Take ownership of your results and contribute to the overall success of the team.
Client Retention: Handle renewals and policy changes for existing clients, ensuring they continue to receive the best possible coverage to meet their needs.
Team Collaboration: Work closely with colleagues to share best practices, contribute to team objectives, and maintain a positive, supportive team environment.
Tough Conversations: Confidently manage difficult conversations regarding claims, premiums, or coverage changes, maintaining professionalism and empathy while finding the best solutions for clients.
Compliance: Ensure all interactions and transactions are in line with regulatory requirements, company policies, and industry standards.
Qualifications:
OTL/RIBO required
LLQP is an asset
Proven experience in home and auto insurance sales or a related field.
Strong communication and interpersonal skills, with the ability to build rapport with clients.
Ability to manage tough conversations with confidence and professionalism.
Demonstrated ability to meet sales targets and work in a fast-paced environment.
Excellent organizational and time-management skills.
Knowledge of insurance products, regulations, and best practices in Ontario.
Proficiency in using customer relationship management (CRM) systems and other relevant software.
What We Offer:
Competitive salary with performance-based incentives.
Comprehensive benefits package, including health and dental.
Ongoing professional development and training opportunities.
A supportive, team-oriented work environment.
Opportunities for career growth within the company.
Structured/block time for prospecting/community involvement/engagement
If you are a goal-oriented professional with a passion for delivering exceptional client service and have the drive to succeed in a sales-focused role, we want to hear from you!
How to Apply:
Please submit your resume and cover letter outlining your relevant experience and why you would be a great fit for this role.
Compensation:
$50,000 - $80,000/year total direct compensation (salary plus bonus), employer-paid group benefits.
We thank all applicants for their interest, however, only those selected for interview will be contacted.
Ready to take the next step in your career? Apply now and join our dedicated team at Mathew Smith Insurance and Financial Services Inc.!
Apply Today!
