Job Position: Property & Casualty (P&C) Insurance Broker
Job Category: Insurance
Location: Regina (in-office)
Harvard Western Insurance, a leading provider of comprehensive insurance solutions, is seeking a P&C Insurance Broker to join our dedicated Personal Lines Insurance team of experienced advisors.
In this role, you will be instrumental in understanding the unique insurance needs of our clients and providing them with tailored solutions. We are seeking an individual who is not only well-versed in the technical aspects of insurance brokerage but is also committed to establishing and nurturing strong client relationships.
Position Overview:
To succeed in this role, you must possess a strong understanding of insurance products and a keen ability to assess clients’ needs. You should be able to build and maintain strong relationships and have a proven track record of meeting and exceeding sales targets. Adherence to regulatory standards and staying updated on industry changes are also key.
Join us at Harvard Western Insurance and leverage your expertise to provide practical and personalized insurance solutions to our esteemed clients. Together, we will ensure effective risk management and contribute to our clients’ success and growth.
Key Responsibilities Include:
- Client Consultation: Conduct in-depth consultations with clients to understand their insurance needs, assess risk factors, and provide personalized insurance solutions.
- Policy Analysis: Evaluate and analyze various insurance policies to determine the most suitable coverage options for clients based on their requirements.
- Customer Relationship Management: Build and maintain strong relationships with clients by providing ongoing support, addressing inquiries, and offering proactive advice on insurance matters.
- Sales and Cross-Selling: Identify opportunities for upselling and cross-selling insurance products to existing clients, contributing to business growth and client retention.
- Risk Assessment: Assess clients’ assets, liabilities, and potential risks to recommend appropriate coverage levels and risk management strategies.
- Regulatory Compliance: Stay updated with industry regulations and ensure that all insurance offerings and client interactions comply with legal and ethical standards.
- Documentation and Record-Keeping: Maintain accurate records of client interactions, policy details, and transactions in compliance with company policies and regulatory requirements.
- Continuous Learning: Stay informed about industry trends, new insurance products, and market developments to enhance knowledge and provide informed recommendations to clients.
Qualifications:
- Level 1 Insurance License (will provide in-house training to complete license requirements).
- Consulting and/or Customer Service skills.
- Excellent Communication skills, both written and verbal.
- Strong analytical and problem-solving skills.
- Ability to work independently and within a team.
- Experience in the insurance industry is an asset.
- Motivation and willingness to experience a fast-paced environment.
What You Can Look Forward To:
- Be a member of our inclusive culture alongside an extraordinarily talented community of people from various backgrounds.
- Peer-to-peer networking, educational and training opportunities.
- An innovative salary structure that can provide you with an ongoing lucrative bonus’.
- Access to our pension plan.
- Group Benefits insurance plan to include health and dental benefits.
- A flex-time work environment to accommodate personal needs and encourage lifelong learning through education and training opportunities.
- The Hill Companies Wellness Program promotes the health and well-being of employees by offering a participation reimbursement for fitness activities.
About Our Company:
Harvard Western and its predecessor firms have been privileged to provide insurance for this community for over 100 years. Harvard Western is a Saskatchewan-owned insurance brokerage and is proud of its commitment to the community of Regina and the surrounding area.
Join our growing team of independent advisors to help with our vision of spreading insurance literacy and financial security to Saskatchewan residents through utilizing insurance and innovative solutions.
