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Personal Lines Insurance-Business Broker

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全职万锦·2天前66次浏览

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Job Title: Personal Lines Insurance - Book of business Broker (Existing Book of Business) – Mandarin & English Job Type: Full-time, Permanent Location: Markham, ON (Hybrid) Compensation: Base Salary + Performance Bonuses + New Business Commission We are looking for an ambitious, service-oriented Personal Lines Insurance Broker to step in and manage an active, established book of business. Your primary mission will be managing, nurturing, and growing these valuable client relationships while delivering the proactive, trusted advice our policyholders expect. About CHAT Insurance: Building Careers, Not Just Filling Positions For over 10 years, CHAT Insurance has protected Ontario families and businesses, earning back-to-back recognition as one of the Best Large P&C Brokerages by the IBAO (2023 & 2024). With 11 offices, 160+ team members and strong relationships with Canada’s top insurance carriers, we provide a stable, reputable, and supportive platform where you can truly thrive. Whether you are a licensed broker looking for a better working environment with higher growth potential, or an entry-level professional eager to build a serious career in P&C insurance, we invest heavily in your success. How We Support Your Success We know what frustrates many insurance CSRs: repetitive administrative tasks, lack of support on complex client issues, and feeling stuck in the same position for years. We built our operations to change that: * Structured Onboarding & Training: You will receive hands-on training on policy coverages, carrier portal workflows, and communication techniques. * Technology & Portal Efficiency: We equip you with modern BMS and portal systems so you can process endorsements and policy changes quickly—leaving you more time to build meaningful client relationships. * Mentorship & Back-Office Support: You’ll work alongside experienced account managers and commercial specialists who are always ready to answer technical underwriting questions and guide you through tricky claims. Key Responsibilities * Portfolio Management: Act as the primary trusted advisor for an assigned book of personal lines clients. * Proactive Renewal Management: Review upcoming renewals 30–60 days in advance, re-evaluate coverage limits, address rate fluctuations, and remarket policies when necessary to safeguard client retention. * Account Rounding & Cross-Selling: Identify coverage gaps to provide comprehensive protection.Client Advocacy & Service: Handle policy changes, coverage inquiries, and provide line-by-line coverage explanations with warmth and professionalism. * Referral Generation: Leverage strong client relationships and service delivery to earn warm referrals from existing policyholders. What We’re Looking For * Languages: Fluent in English and Mandarin * Licensing: RIBO license or OTL in good standing is a must. * Experience: Minimum 1+ year of hands-on personal lines insurance broker experience in Ontario. * Service Mindset: Empathetic, detail-oriented, and passionate about helping clients protect their assets. * Communication: Ability to explain complex policy details in clear, simple language. * Tech-Savvy: Comfortable using insurance portals, BMS software, and managing daily tasks efficiently. What’s in It for You? * Competitive Base Salary + Performance Bonuses + New Business Commission Opportunities. * Hybrid Work Model: Enjoy the flexibility of working from home combined with collaborative days in our modern Markham office. Comprehensive Health & Dental Benefits Package + Paid Vacation & Time Off. * Education Support: We support your ongoing professional development and career advancement. * A Supportive Culture: Work with a team that values respect, collaboration, and celebrating team milestones together! Ready to grow your P&C insurance career with a brokerage that genuinely cares about your future? We’d love to hear from you. Please submit your resume today!

Fiona Cheng - Vice President

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