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Working for Brio Insurance means having fun, working with your friends, going above and beyond for your clients, and supporting your co-workers. We recognize and value each employee's contributions to our success, which is why we offer competitive compensation including an annual bonus program, 100% company paid health benefits including a professional attire benefit, employer-matched pension plan, paid continuing education (including immersion courses), and career advancement opportunities within our brokerage.
At Brio Insurance, our culture code is:
Do good
Be better
Own it
Move forward
Create fun
Key Responsibilities and Accountabilities
This position processes a variety of personal lines policies and intricate insurance contracts related to residential homes and personal belongings.
This position processes basic insurance transaction and auto policies.
Processes personal lines policies and contracts often including items such as residential and recreational property, boats and other personal pleasure craft, and jewelry under the supervision of a more senior licensed broker.
Identifies client needs and provides information on varying insurance packages such as risk coverage, benefits and other policy features best suited to meet the client's needs; works with clients to manage and reduce their risk.
Recommends and implements a client’s insurance coverage, premiums and collects payment; promotes Brio Insurance products and services.
Responds to emergencies and assists clients with their claims.
Able to utilize the Insurance portal to endorse and complete a policy
Able to write a new home owner policy
Service a 350K Personal lines book (using Manager discretion).
Quote a minimum of 40 new home policies a year, as per management discretion
Support the achievement of department and organizational goals as well as actively participates in regular staff meetings.
Maintain open communication and cooperation with other staff to ensure a friendly and efficient work environment.
Maintain thorough knowledge of and adhere to organizational policies and procedures on risk management, confidentiality, security and fraud prevention.
This list is not inclusive and other tasks and/or responsibilities may be assigned by your supervisor.
Essential Qualifications
Employee Sub-Type
RegularIf you are interested in this position, apply today!
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