Reports to: Personal Lines Manager

Summary: Responsible for quoting and sale of automobile and property insurance.

Core Competencies

• Communication
• Energy
• Problem Solving
• Accountability and Dependability
• Ethics and Integrity

Job Duties

• Quote and sell automobile and property insurance to clients while strictly following sales process and underwriting guidelines
• Advise and coach clients on what type of coverage/policy would best meet their needs
• Identify and make recommendations for additional products/services
• Provide front line underwriting
• Processing applications through insurer broker portals
• Invoicing new policies in broker management system
• Ensure policy documents are processed correctly
• Follow up on any outstanding items within allowable timeframe
• Outbound calling to existing Cal LeGrow Clients

Requirements:

• High school diploma. A post-secondary diploma or degree will be an asset.
• Minimum of 1 years' experience in a similar role within the insurance industry.
• Valid property and casualty insurance representative license or the ability to promptly

satisfy the requirements for licensing.

• An industry professional designation such as CAIB or CIP will be an asset, or interest in

professional development.

• Client-focused with excellent customer service and communication skills.
• Extremely well organized with excellent analytical skills.
• Collaborative team player with a positive and supportive attitude.

Interested? Send us your resume to