Job Overview
As a Personal Lines Insurance Broker at Excalibur Insurance, you will be the primary contact for a portfolio of personal lines clients, offering expert guidance and support throughout the policy lifecycle. You’ll manage renewals, policy changes, claims assistance, and ensure exceptional customer service, contributing to our goal of making every client experience extraordinary. This role requires a Registered Insurance Broker of Ontario (RIBO) license and a commitment to providing high-quality client service and detailed documentation.
Key Responsibilities:
- Client Support & Renewals: Provide comprehensive service to an assigned book of clients, assisting with renewals, responding to phone and email inquiries, and explaining policy details and changes.
- Documentation & Processing: Handle and process all policy-related documents with accuracy and efficiency, ensuring timely delivery of renewal documents and invoices.
- Policy Management: Send policy changes to insurance companies, ensure coverage accuracy, monitor renewals, issue binders, and identify gaps in coverage as needed.
- Claims Assistance: Record claim information and file with the corresponding insurance company. Provide claims updates as needed.
- Information Management: Keep up-to-date records of policy coverages and client details for easy reference.
- Team Support: Provide backup support for other Personal Lines Insurance Brokers when they are ill or on vacation.
- Compliance: Follow all procedures and adhere to insurance regulations.
Qualifications:
- Certification: Registered Insurance Broker of Ontario (RIBO) license is required.
- Experience: 1+ years of insurance experience is preferred.
- Technical Skills: Familiarity with types of coverage, policy wordings, and insurance products is essential. Experience with Microsoft Office programs and Applied TAM/Epic is an asset.
- Problem-Solving Skills: Strong ability to troubleshoot, research, and identify solutions to provide clients with optimal coverage options. This includes reviewing policy wordings, conducting online research, and collaborating directly with insurance companies and team members.
- Communication: Strong customer service skills, excellent verbal and written communication, and a professional demeanor.
- Detail-Oriented: Exceptional organizational skills, attention to detail, and ability to manage multiple tasks in a fast-paced environment.
Do we share the same mindset?
You believe people deserve a friendly human who can answer their concerns when it comes to protecting what they’ve worked for.
You love learning, thinking two-steps ahead – and getting S#%! done, especially when it will make your clients day.
You’d rather help and care for your existing customer than chase new sales daily.
Our team exists
for one reason
Our team exists
for one reason
To Champion the success of others.
To Champion
the success of others.
What’s In It For You?
- Competitive Salary: Annual salary of $45,000 to $60,000 depending on experience and qualifications.
- Career Growth: Opportunities for professional development through educational assistance, mentorship, and internal job advancement.
- Well-being & Benefits: Comprehensive healthcare benefits including dental care.
- Flexible Work Environment: Hybrid work-from-home options for eligible positions.
- Additional Perks: Enjoy three weeks of paid vacation, RRSP matching, paid community outreach days, your birthday off, and a supportive, engaging team culture.
Interested in applying? We’d Love to Hear from you.
A little more about
Excalibur Insurance Group
The Excalibur Insurance Group has won numerous technology and innovation awards making it one of the top performing insurance brokerages in Ontario. Company leaders Jeff Roy and Una Roy are also highly sought-after speakers in the field of Industry Innovation within Canada and the United States. Even with our innovation-driven mindset, the Excalibur Insurance Group exists for one reason – do the extraordinary to champion people (our internal team, our customers and those within the communities we serve).
In 2024, the Excalibur Insurance Group merged with McFarlan Rowlands Insurance, a division of McDougall Insurance & Financial. This partnership brings together three trusted names in the insurance industry, with over 200 years of combined insurance experience, over $1 billion in insurance premiums across Canada, and access to dozens of insurance markets. Together, Excalibur Insurance will continue to provide personalized care and superior service, now backed by one of the largest insurance brokerages in Canada
We are an equal opportunity employer and are committed to providing an environment of mutual respect where equal employment opportunities are available to all. Employment is decided on the basis of qualifications, merit and business need. Technology allows us to connect in new and different ways but we are an organization driven by real people and real connections. When you apply for a position, you can guarantee all resumes and applications are reviewed by a real human being.
Recruitment for this position is supported by our new partners and friends at McFarlan Rowlands Insurance. We thank all applicants for their interest, please be advised that only those selected for an interview will be contacted by the Excalibur Insurance Group & McFarlan Rowlands Insurance hiring team.
