An Insurance Broker is responsible for identifying clients’ insurance needs and helping them find suitable coverage by researching and comparing policies from different insurance providers.
The broker will advise clients on the most appropriate policies, assist with the application process, and provide ongoing support.
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Job details
- Location: Penticton, BC
- Workplace informationOn site
- Salary: 30.00 to 35.00 hourly (To be negotiated) / 36 to 40 hours per week
- To be determined
- Starts as soon as possible
- Benefits: Health benefits, Financial benefits
- vacancies1
Overview
Languages
English
Education
- College, CEGEP or other non-university certificate or diploma from a program of 3 months to less than 1 year
Experience
5 years or more
On site
Work must be completed at the physical location. There is no option to work remotely.
Key Responsibilities:
- Client Consultation:
- Meet with clients to discuss their insurance needs, risks, and budget.
- Assess client needs to recommend suitable insurance products (life, health, property, liability, etc.).
- Provide clear explanations of insurance policies, terms, and conditions.
- Research & Comparison:
- Research and analyze different insurance policies available in the market.
- Compare coverage options, premiums, and terms from various providers to offer clients the best options.
- Policy Advice:
- Advise clients on the most suitable coverage based on their needs, risk factors, and financial situation.
- Ensure clients are aware of the benefits and limitations of their chosen policies.
- Negotiation & Placement:
- Negotiate with insurance providers to secure the best rates and coverage for clients.
- Place insurance policies with suitable carriers.
- Documentation & Administration:
- Complete and submit insurance applications and claims.
- Maintain accurate and up-to-date client records and policy information.
- Assist clients with renewals and modifications to existing policies.
- Claims Assistance:
- Provide guidance to clients in the event of a claim, helping them understand the process.
- Act as an intermediary between clients and insurance companies during the claims process.
- Ongoing Support:
- Offer ongoing support to clients regarding policy changes, renewals, or any issues that may arise.
- Keep clients informed about updates or changes to their insurance policies.
- Compliance & Regulations:
- Stay up to date with changes in the insurance industry and regulations.
- Ensure all transactions are conducted in compliance with relevant laws and regulations.
Tasks
- Monitor insurance claims and respond to clients’ enquiries
- Sell automobile, fire, health, life, property, marine, aircraft and other types of insurance
Skills & Qualifications:
- Education: High school diploma (required); Bachelor’s degree in business, finance, or a related field (preferred).
- Licensing: Must be licensed as an insurance broker in the relevant jurisdiction.
- Experience: Prior experience in sales, customer service, or the insurance industry is preferred.
- Skills:
- Strong communication and negotiation skills.
- Ability to analyze and assess clients’ needs and risks.
- Detail-oriented with strong organizational skills.
- Ability to build and maintain relationships with clients and insurance companies.
- Knowledge of insurance products and industry trends.
Credentials
Certificates, licences, memberships, and courses
- Canadian Accredited Insurance Broker (CAIB)
- Provincial or territorial licence
Experience and specialization
Insurance experience
- Automobile insurance
- Travel insurance products
Additional information
Work conditions and physical capabilities
- Attention to detail
- Combination of sitting, standing, walking
- Fast-paced environment
- Work under pressure
Personal suitability
- Client focus
- Efficient interpersonal skills
- Excellent oral communication
- Excellent written communication
- Flexibility
- Judgement
- Organized
- Reliability
- Team player
Benefits
Health benefits
- Dental plan
- Disability benefits
- Health care plan
- Vision care benefits
Financial benefits
- Bonus
- Life insurance
Work Environment:
- Insurance brokers may work in offices, but many operate independently or from home offices.
- Some brokers may travel to meet clients or attend insurance company meetings.
Who can apply to this job?
Only apply to this job if:
- You are a Canadian citizen, a permanent or a temporary resident of Canada.
- You have a valid Canadian work permit.
If you are not authorized to work in Canada, do not apply. The employer will not respond to your application.
How to apply
By email
How-to-apply instructions
Here is what you must include in your application:
- Cover letter
- Proof of the requested certifications
This job posting includes screening questions. Please answer the following questions when applying:
- Are you currently legally able to work in Canada?
- Do you have previous experience in this field of employment?
- What is the highest level of study you have completed?
Advertised until
2025-03-30
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