Insurance Broker- Personal Lines

Come work for us!  Utter Morris Insurance Brokers is mid-sized brokerage in Burlington, Ontario.  We are a family-owned brokerage that has been in business since 1927.   We treat our employees like family.  We work hard but also take time to celebrate our success.

We are currently looking for a full-time insurance broker to join our Personal Lines department.  As part of our team you will work with our clients performing as a trusted advisor and advocate by handling renewals, assessing risk exposures, providing recommendations for coverage, offering claims advice, recognizing, pursing and capturing new business wins from many sources including internal referrals, cross-selling and up-selling opportunities.

What Will You Spend Your Days Doing?

• Provide prompt, professional, and knowledgeable service to personal lines clients, carriers, and internal team members


• Prepare and process quotes, new business, renewals, endorsements, and policy changes


• Review underwriting information and documentation to ensure accuracy and completeness


• Conduct detailed risk assessments and recommend appropriate coverage solutions tailored to client needs


• Act as the primary liaison between clients and insurance carriers


• Identify and act on cross‑sell and up‑sell opportunities when appropriate


• Remarket personal lines policies to ensure competitive coverage and pricing


• Take and submit new claim reports and support clients through the claims process with timely follow‑up


• Maintain proactive oversight of client accounts, resolving outstanding items efficiently


• Ensure accurate data entry in carrier portals and the broker management system (Applied EPIC)


• Stay current on carrier products, underwriting guidelines, and market changes


• Contribute to a positive, customer‑first culture within the team

Key Qualifications

• Active RIBO license


• Experience servicing a personal lines book of business within a brokerage environment


• Strong relationship‑building, communication, and client service skills


• Ability to manage multiple priorities while maintaining accuracy and professionalism


• Solid understanding of personal lines insurance products and underwriting fundamentals


• Proactive, solutions‑oriented mindset with strong attention to detail


• Ability to work effectively both independently and as part of a team


• Experience with Applied EPIC is an asset

What we offer

• Competitive compensation and benefits package
  


• Paid sick time and personal time off


• Opportunity for advancement


• Strong partnership with our markets


• Outstanding history and commitment to our employees


• Commission on new business sales


• Support in pursuing industry related courses

Utter Morris is committed to providing accommodations and to achieving a barrier-free workplace for individuals with disabilities. Should you require an accommodation to participate in our recruitment process, we will support you by considering your individual accessibility needs.

Real People, Real Conversations, Real Hiring

We are hiring to fill a vacancy