Purpose:
Working as part of a team, actively service, maintain, and help grow a personal lines book of business.
Key Duties & Responsibilities
- Your focus will be to service an assigned book with the option to also earn additional commission for any new business sales you bring to W.C. Burgess.
- Manage all aspects of the customer life cycle from quote to renewal, endorsements, remarket and cancellations.
- Conduct detailed reviews of risk and underwriting information to ensure accuracy and optimal insurance solutions for your clients; they are looking to you to be their trusted advisor to make sure they have the right protection for their unique needs.
- Take new claim reports, help clients navigate through this process with empathy, and submit them to the insurance carrier
- Diligent follow up on clients’ accounts to ensure outstanding activities are resolved.
Qualifications
- Must be RIBO licensed.
- Minimum 1 year Personal Lines Broker experience.
- Proven track record servicing an assigned book of business.
- Remain current and develop expertise in assigned markets, staying open to new market opportunities.
- Working knowledge of PowerBroker & Applied Rating Services is an asset.
Compensation and Benefits
We believe in being transparent about compensation. Our salary ranges reflect the skills, experience, and responsibilities required for each role while providing opportunities for growth as you develop your career with us.
Candidates with extensive, directly relevant experience will typically be hired at or near the midpoint of the salary range. The upper end of the range is generally reserved for team members who consistently demonstrate exceptional performance, make a meaningful impact, and continue to grow within their role. Those who are earlier in their career or building experience may join below the midpoint, with opportunities to progress over time.
Your final salary will be based on your experience, skills, qualifications, and the value you bring to the role.
Of course, great compensation is about more than salary. We offer a competitive total rewards package that includes comprehensive health and dental benefits, employer pension matching, generous vacation time, personal days, volunteer days, and Pawreavement Leave, because we know pets are family, too.
We are 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 and work together on a solution.
Real People, Real Conversations, Real Hiring
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