Personal Lines Broker

Company Description NextGen Insurance is a Canadian insurance brokerage dedicated to making coverage straightforward, transparent, and tailored to each client’s needs. The company serves individuals, families, and businesses across Canada through a network of trusted insurance providers, offering a wide range of personal and commercial insurance products. Team members focus on understanding client goals and recommending coverage that aligns with lifestyle and budget, from home and auto to business and other valuable assets. NextGen Insurance emphasizes long-term relationships built on personalized service, responsive support, and expert guidance, including policy comparisons, claims assistance, and regular policy reviews. The organization is committed to protecting what matters most for clients while delivering competitive pricing and trusted advice. Role Description The Personal Lines Broker is a full-time, hybrid role based in Toronto, ON, with flexibility for some work from home. In this role, the broker will advise clients on personal lines products such as home, auto, and tenant insurance, assessing their needs and recommending suitable coverage options from multiple carriers. The Personal Lines Broker will respond to client inquiries, support claims reporting, follow up on outstanding information, and maintain strong relationships through clear communication and timely service. The role also involves staying current on carrier products, underwriting guidelines, and regulatory requirements, and contributing to team goals and service standards. Responsibilities Conduct in-person client meetings to develop a profitable portfolio of personal lines accounts while delivering an exceptional client experience Prepare, service and manage new business applications, quotations, binders, renewals, endorsements and cancellations with accuracy and efficiency Present insurance quotations and coverage recommendations professionally, clearly explaining policy features and options to help clients make informed decisions Build and maintain strong strategic relationships with clients, carrier underwriters and colleagues Deliver exceptional customer service by responding promptly to client inquiries and maintaining accurate client records in Acturis Identify opportunities to generate new business and contribute to premium growth through cross-selling, upselling and bundling insurance products Achieve and exceed individual sales and retention targets through strategic business planning and proactive client engagement Develop and maintain proficiency in Acturis and Applied Rating Service (ARS) Stay current on insurance market trends, carrier products, underwriting guidelines and regulatory requirements Qualifications RIBO licence (Required) Minimum 2 years of experience in Personal Lines insurance Demonstrated success in preparing insurance quotations with a proven ability to upsell, cross-sell and identify new business opportunities Strong interpersonal, verbal communication and presentation skills Proven ability to manage a high-volume portfolio while delivering exceptional client relationship management Computer proficiency with experience using Acturis and Compu-Quote (Applied Rating Services) is an asset Outstanding customer service skills with the ability to build and maintain strong professional relationships Strong analytical, problem-solving and conflict resolution skills High level of accuracy, attention to detail, and commitment to regulatory compliance. Please apply with your Resume and Cover letter to [email protected]

The broker advises clients on personal lines products including home, auto, and tenant insurance while managing a profitable portfolio of accounts. Key duties include preparing quotations, processing renewals, and maintaining strong relationships with clients and carrier underwriters.

Candidates must possess a RIBO licence and a minimum of 2 years of experience in Personal Lines insurance. Proficiency in Acturis and strong sales abilities in upselling and cross-selling are highly valued.

• Résolution de problèmesSouhaitée

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Personal Lines Insurance
• Insurance Quotations
• Client Relationship Management
• Cross-selling
• Upselling
• Acturis
• Applied Rating Service (ARS)
• Compu-Quote
• Underwriting Guidelines
• Regulatory Compliance
• Claims Reporting
• Portfolio Management
• Interpersonal Communication
• Analytical Skills
• Problem-solving
• Conflict Resolution

• Sales
• Finance & Accounting
• Customer Service & Support

Formation minimale

Diplôme professionnel

Expérience minimale

2+ ans

Postuler avant le

10 sept. 2026

Langue de l’offre

anglais

Heures de travail

40 heures par semaine

Niveau d’expérience

Mid-Senior level

Mode de candidature

La candidature directe est offerte