Job Description / Duties

• Maintain records or files for follow-up sales and provide status reports to management.
• Achieve sales targets, objectives, and goals in line with company policies and procedures.
• Actively solicit and follow-up expiry dates of existing clients for account development and cross-selling.
• Ensure renewal policies are reviewed to confirm accuracy, are promptly processed and all potential problems are actively followed up.
• Provide accurate, professional proposals to insureds and prospect clients (for comparison of price and coverage) for both new and renewal business.
• Maintain complete detailed file notes.
• Knowledge of insurance products and benefits provided by insurers, and upgrade product/sales knowledge and skills in line with market and policy changes of Heritage Insurance.
• Re-market renewals as per company policies and client needs.
• Promote and recommend optimal coverage and additional products available from insurers that best protect the client.
• Report and process all claims and follow-up with clients to confirm their satisfaction.
• Maintain proper business and professional relationships, with insureds and insurers.

Qualifications / Required Skills

• A strong work ethic, good organizational skills and the ability to work within a team environment.
• Strong decision-making skills and the ability to increase sales.
• Active role in furthering your education with courses and seminars.
• Strong mathematical, writing/language and people skills.
• Good listening skills to determine the client’s needs and proper coverage.
• Excellent communication skills.
• Ability to work under pressure.
• Ability to make quick, decisive, confident decisions.
• Minimum: Level 2 license with completed fundamental CAIB II and III.

Salary: TBD - based on experience

Contact Information

Colleen S. Statler, C.A.I.B.
Chief Operating Officer
Heritage Insurance Ltd.

Employer Profile

A progressive and growing Moose Jaw Insurance Brokerage is looking for an experienced Commercial Risk Specialist to join our team. Our brokerage strives to provide exceptional service to our clients. The right candidate will be a team player who can contribute to this goal. The following attributes are a must: above average service skills, highly coachable, forward-thinking, be able to work independently under pressure and have good communication, planning, and organizational abilities. You must be capable of meeting retention and growth goals. A competitive wage and benefits program is offered based on experience. Preference will be given to applicants with previous experience.