Job Description

Job Overview: Excalibur Insurance Group is looking for a dynamic and motivated Insurance Sales Broker to join our innovative and client-focused team. This role involves engaging with pre-qualified leads to convert inquiries into customers, with no cold calling or prospecting required. You will evaluate client needs, provide tailored insurance solutions, and guide clients seamlessly from quote to sale. Your goal is to ensure an exceptional client experience while achieving individual and team sales targets.

Key Responsibilities:

• Contact assigned leads by phone, email, and text message to convert insurance quote inquiries into policies.
• Evaluate prospective clients’ needs, recommend appropriate coverages, and provide them with an accurate quote.
• Guide clients through the sales process, ensuring a smooth and efficient experience from initial contact to policy issuance.
• Demonstrate a thorough understanding of insurance products and educate clients on their coverage options.
• Prepare insurance applications and ensure that all required documentation for the policy is collected.
• Collaborate with external stakeholders, including underwriters and insurance companies, to secure optimal insurance solutions for clients.
• Work with the Personal Lines Account Managers to assist with the transition after sale, as the prospect becomes a client.
• Provide regular feedback to the Sales Team Manager to enhance processes and improve the overall customer experience.
• Track and report personal and team goals, sharing insights on trends, challenges, and opportunities in the marketplace.
• Maintain accurate and detailed records of client interactions and sales activities using internal systems such as TruLeads and Applied TAM/Epic.

Qualifications:

• Licensing: Registered Insurance Broker of Ontario (RIBO) license is required.
• Experience: 1+ years in an insurance sales role.
• Sales Skills: Strong sales acumen and passion for delivering exceptional client experiences.
• 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 Skills : Strong customer service skills, excellent verbal and written communication, and a professional demeanor. Ability to explain complex insurance coverage to customers.
• Detail-Oriented : Exceptional organizational skills, attention to detail, and ability to manage multiple tasks in a fast-paced environment.
• Mindset: Team player with a proactive approach to achieving goals and supporting peers.

What’s In It For You?

• Competitive Salary : Starting salary is from $40,000 to $55,000 depending on experience and qualifications, with the potential to earn up to $50,000 annually in new business and renewal commission .
• 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 : Remote and 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.

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.

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