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Excel Insurance Group Inc.

Personal Lines Broker



Company Information

Insurance Brokerage

Job Description

Are you ready for the next step?


The RiskTech Personal Lines Team is poised for growth!  We’re searching for a skilled, enthusiastic, and highly motivated Personal Lines Broker who is ready to make a big difference in the lives of our clients, and to the success of our Team.


Position Overview:

As a key member of our Team, you will:

  • Inspire the confidence and loyalty of your clients by consistently delivering highly responsive, thoughtful, and effective service – your personal trademark!

  • Perform as a trusted advisor and advocate to your clients, helping them to navigate through a wide range of insurance issues and decisions

  • Recognize, pursue and capture new business wins from many sources, including internal referrals from colleagues, cross-selling and up-selling opportunities, and Commercial client opportunities

  • Directly impact the future success and growth of our Team through your contributions to new business initiatives, process improvements, and collaborative problem solving

  • Thrive in a dynamic Team environment where you are challenged to be your best, your professional development is encouraged and financially supported, and great performance is recognized and rewarded



As a skilled professional, you bring a lot to the table:

  • Effective Team player with a strong work ethic

  • Dedicated client focus and superior client service skills

  • Superior verbal and written communication skills

  • Well organized and able to prioritize and work effectively under time pressure

  • A minimum of three years of progressively challenging Personal Lines experience, ideally as a Broker working with multiple insurers and diverse coverage products

  • Prior experience with VIP / high value clients is a definite asset

  • Level 1 General Insurance license (must have), with commitment to achieve Level 2 within six months of hire

  • Familiar with SIG XP (considered an asset) and MS Outlook, Word, and Excel

  • CIP and CAIB designations are assets, and part of your development path


Daily Responsibilities:

  • Provide exceptional service to a growing and diverse portfolio of clients, promoting a high level of client satisfaction and long-term relationships

  • Accurately assess clients’ insurance needs and recommend coverage additions / enhancements

  • Recognize and pursue cross selling and mono-line opportunities within your existing book

  • Solicit new business sales via inbound and outbound calls

  • Work closely with Commercial Lines colleagues to develop and close new business opportunities re: high value VIP clients, group programs, and other referrals

  • Respond to inquiries and requests via telephone, incoming email and mail while staying within office service standards and time-lines

  • Prepare and complete applications, endorsements, binders within SIGXP

  • Issue policy documents directly from carrier portals

  • Gather underwriting information, such as ordering MVR’s, Autoplus, Hits and EZitv

  • Assist clients with claims issues in a professional, proactive, and empathetic manner

  • Prepare proof of insurance (binders and endorsements) for financing and lease companies

  • Process policy changes, new business, and payments on company portals

  • Update and maintain electronic client files in SIGXP and ensure all required documentation and activities are recorded

  • Quote new lines of business using Compu-quote, company rate manuals and company rating programs

  • Develop and maintain strong working relationships with insurance company underwriters


    About RiskTech Insurance and the Excel Insurance Group

    Excel Insurance & Risk Management recently changed its name to RiskTech Insurance Services.  Stronger than ever, the RiskTech team remains dedicated to delivering technical expertise and innovative risk management solutions. 


    RiskTech is a proud founding member of the Excel Insurance Group, an independent network of privately-held insurance brokerages based here in Western Canada.  To learn more, please visit


    Next Steps

    Please forward your resume via email to Robyn Lisowski

    We look forward to meeting you and exploring this opportunity with you!

Contact Information

Excel Insurance Group Inc.
Robyn Lisowski
Posting Date: 27-Jun-2017Insurance Permanent, Full-Time Open 1 ASAP
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