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Insurance Service Broker Jobs in Calgary, AB (NOW HIRING)

Manage a book of high profile, highly complex, insurance and risk management portfolios. * Join a ... Develop methods for the go-to-market strategy and provide input on pricing of services supporting ...

You'll educate clients on what HUB offers, maintain a high standard of client service, and ... Proficiency with Broker Management Software Systems Why Join HUB? * An exceptional, welcoming, and ...

You'll educate clients on what HUB offers, maintain a high standard of client service, and ... Proficiency with Broker Management Software Systems Why Join HUB? * An exceptional, welcoming, and ...

... service skills. * Confident user of the Microsoft Office Suite of products and familiar with payroll software Acera Insurance is the largest independent, employee-controlled brokerage in Canada. We ...

Overview We're looking for a Client Solutions Associate to join our Western Excellence Service ... Having experience working in an insurance brokerage is considered an aseet * Excellent computer ...

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Insurance Service Broker information

What is the difference between Insurance Service Broker vs Insurance Agent?

AspectInsurance Service BrokerInsurance Agent
CredentialsLicensing required, often multiple linesLicensing required, typically for specific companies
Work EnvironmentIndependently or with brokerage firms, advising clientsRepresenting specific insurance companies, selling policies
Employer & Industry UsageUsed across brokerage firms and independent agenciesEmployed by or contracted with insurance companies
Comparison IntentSeeking broader coverage options for clientsFocused on selling specific company policies

Insurance Service Brokers typically work independently or with brokerages, offering clients a variety of insurance options from multiple providers. Insurance Agents usually represent specific insurance companies, focusing on selling their policies. Both roles require licensing, but brokers often have a broader scope of coverage and work in more independent settings, while agents are tied to particular insurers.

How much do insurance service brokers get paid?

Insurance service brokers typically earn a median annual salary of around $50,000 to $70,000, with experienced brokers or those working in high-demand markets earning higher. Compensation often includes commissions and bonuses based on sales performance, and a broker's income can vary depending on their experience, location, and client base.

Is insurance service brokering a good career?

Insurance service brokering is a viable career that involves helping clients select appropriate insurance policies and providing ongoing support. It requires strong communication skills, industry knowledge, and often involves obtaining relevant licenses; the job can offer flexible hours and commission-based income. Career prospects depend on experience, networking, and market demand for insurance services.

Customer Service Broker - Personal Lines (AB) - (Pipeline Collection)

Calgary, AB โ€ข Remote

Full-time

Posted 7 days ago


Job description

WHO IS RATEHUB INC?
We’re a company on a mission - We are a unique Canadian Fintech that is the one stop shop for all financial needs of the consumer - Save, Spend, Borrow, Invest, and Protect. Every single team member, from product & engineering to sales & marketing, finance, operations, and everything in between is obsessed with one thing;  helping Canadians make better financial choices. And we’re pretty great at it, too. Via our digital application technology and our award-winning in-house brokerages, we help over 2M Canadians per month make a positive impact on their finances. We have many unique businesses - a mortgage brokerage, a life insurance brokerage, a home and auto insurance brokerage, a mortgage originations and servicing business, a Financial Services Marketplace and a content business across Ratehub and MoneySense. 365 days a year we deliver our users the best online mortgage experience, personalized Credit Card and Loans options, and cheaper auto & home insurance policies than they typically get from their existing financial adviser. 
Changing how people make financial choices isn’t easy, though. We know that achieving our mission is full of challenges; challenges that can be complex and often unexpected, but that are always interesting, rewarding, and fun to solve as a team. This is where you come in. We are on the hunt for the right kind of people to join us and help lead us forward to continued growth.
We’re looking for an Experienced Customer Service Broker to join our Insurance team in Alberta, (fully remote role) for a future position. Reporting to the Customer Service Broker Team Lead, the incumbent will have an exciting opportunity to join the fast growing Insurance brokerage for Ratehub - RH Insurance! The successful candidate will be motivated by working alongside a startup team, thrives in a fast paced environment, and is eager to grow with a rapidly expanding company.
YOUR RESPONSIBILITIES

  • Provide quality customer service and professional expert advice to clients
  • Proactively conduct renewal reviews to ensure customer retention targets are met
  • Handle outbound calls to existing clients for renewal review as necessary
  • Liaison with insurers, building and maintaining relationships
  • Administer, support and complete policy changes within our company partner’s portals and websites
  • Review policies and make recommendations as required 
  • Adhere to the underwriting criteria set out by our broker partners
  • Coordinate and follow up on client documents
  • Respond to incoming calls and service customer needs
  • Give claims advice to clients, report claims, follow up on claims 
  • Strong Ability to multitask, prioritize, and manage time effectively
YOUR QUALIFICATIONS
  • Alberta Level 2 General License required
  • B.C. Level 1/2 General License an asset
  • Minimum 2+ years of insurance experience
  • Independent, ambitious and competitive
  • Thrives in a fast-paced environment
  • Positive attitude
  • Looking to grow with a rapidly expanding company
CULTURE FIT:
  • Members first - we prioritise the interests and needs of our members above all else. We solve member pain points and focus on member satisfaction. We start with members, and end with the P&L.
  • Growth mindset  - we set ambitious goals and challenge the status quo. We take responsible risks and are accountable for our actions.
  • Better together - we are One team with One common goal. We make our footprint bigger than our foot, leave our egos at the door, support each other to achieve great results as One company. 
  • Run after problems - we tackle problems head on and focus on finding solutions. Obstacles are seen as opportunities for growth and innovation. We have the hard conversations and choose the harder right over the easier wrong. And we do it with a smile.
  • Measure Learn Iterate Innovate - we focus on getting things done. We measure what matters, iterate, learn, iterate many times in a data-driven way, which is how we will innovate.


This job posting is not for a currently open vacancy but for a position anticipated to open sometime in the future.

Ratehub welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection process.

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