Overview of salaries statistics of the profession "New Business Insurance Broker in Canada"

Do you want to discover another facet in the insurance world? You are curious and wish to acquire new knowledge and technical skills?We have a great career opportunity in the aviation department at Ostiguy & Gendron. You will be surrounded and trained by a team of experts and mentors with over thirty-five years of experience in the aviation industry. Not only is this a great opportunity to take on a new role, but it is also a career opportunity as we are also looking to prepare the next generation for the longer term!Are you interested in moving up? If yes, the aviation team will be pleased to take time to explain the role and opportunities in this new position.Specific Responsibilities:Reporting to the Aviation Team Management, this position is responsible for ensuring customer satisfaction by meeting their needs and maintaining excellent relationships with internal and external stakeholders.Process new business and renewals in a timely manner;Ensure customer retention;Perform risk analysis, coverage review and identify changes to be made or defaults on last renewal;Have various insurance documents (quotes, coverage notes, invoices, certificates of insurance, endorsements, etc.) prepared, verified and forwarded;Prepare last year's and new year's insurance applications;Gather information to update the client;Develop marketing strategies in collaboration with the producer;Provide excellent customer service;Negotiate renewal terms and conditions (endorsements) with insurers;Collect accounts receivable in collaboration with the finance department;Follow up on the recommendations issued by the insurers and inform the producer of any problems;Assist clients with claims and report them to the claims department or the insurer.Requirements:Valid broker's license (RIBO asset);3 to 5 years of relevant experience;Excellent customer service skills;Ability to maintain relationships with internal and external stakeholders;Bilingualism required (French and English);Excellent knowledge of MS Office suite;Knowledge of EPIC software is an asset;Qualities and skills required:Team spirit;Sense of responsibility;Judgment and problem solving;Excellent time management and priority setting;Analytical skills;Autonomy and initiative;Ability to work under pressure and manage several files simultaneously.

Groupe Ostiguy & Gendron is looking to fill the position of Large Risk Account Manager to join its growing insurance team. It's in the Large Risks department that we find the know-how, expertise and skills of senior brokers. The members of this department work in constant collaboration, since the customer accounts are large, with greater complexity and specific needs. Exchanges and discussions are essential between account managers and directors, in order to capitalize on everyone's expertise and knowledge. Files are worked as a team, with a senior account manager. Summary of responsibilities : Reporting to the Department Manager, the incumbent must ensure customer satisfaction by meeting their needs and maintain excellent relations with the various internal and external stakeholders. Specific responsibilities :Ensure that renewals are completed on time;Ensure customer retention;Process new business in a timely manner;Perform risk analysis, review coverage and identify changes or deficiencies with respect to last renewal;Prepare, verify and forward various insurance documents such as quotes, cover notes, invoices, certificates of insurance, endorsements, etc.Prepare the proposals that were completed last year and those to be completed for the new year.Take the information for the update with the customer or in collaboration with the producer;Develop marketing strategies in collaboration with the producer;Provide customer service, take calls, respond to specific needs and work in collaboration with the Major Risks team and the Vigilance Committee;Negotiate renewal and modification conditions (endorsement) with insurers;Ensure collection of accounts receivable in collaboration with the Finance Department;Follow up on recommendations issued by insurers and inform the Account Manager of any problems.Perform any other related duties as assigned by his/her line manager. Requirements :Hold a valid commercial general insurance broker (agent) license;8 to 10 years of relevant commercial insurance experience;Knowledge of specialized lines of business: E&O - D&O - CyberExcellent customer service skills;Ability to develop and maintain productive relationships with internal and external stakeholders;Excellent communication skills, in French and English (oral and written);Excellent command of MS Office software (Word, Excel);Availability to travel. Qualities and aptitudes :Positive attitude and team spirit;Intellectual curiosityHigh negotiation skillsAbility to synthesize and analyzeSense of responsibility;Judgment and problem-solving skills;Excellent management of time and priorities;Autonomy and initiative;Dynamic, professional and versatile;Ability to work under pressure.

Application Deadline: 04/24/2024Address:60 Yonge StreetThe New Business Associate is accountable to provide excellent customer service by processing all aspects of life insurance applications from case set-up to policy contract issue and settlement, within established service standards. Producing high quality work is essential to this position. This position is the first line of customer service for BMO Insurance. The incumbent must display a strong sense of professionalism as well as superior customer service skills to ensure the best possible experience for our clients.Accountabilities Customer Service Process life insurance applications for Advisor distribution channel in an efficient manner to meet service level standards for New BusinessIssue and settle policy contracts in an efficient manner to meet service and quality level standardsAddress customer services issues according to established parameters, escalating as required to the Manager, New Business for resolution. Demonstrate sound judgement in the handling of customer interactions and appropriate escalation to managementUnderstand and follow established policies and procedures in the processing of new business applications, issuing and settling of policy contractsExhibit a strong sense of partnership with internal and external customers and commitment to service, and carry out functions with an extremely high sense of urgencyInvestigate and resolve inquiries from the field and other team members related to specific casesCollaborate with Underwriting and Underwriting Support staff to exchange information and facilitate an efficient decision by the underwriterEffectively communicate with Case Coordinators to obtain any outstanding requirementsProvide accurate and professional service to our customers and MGAs/Advisors, performing but not limited to the following activities:Answering advisor inquiries to provide accurate information about BMO Life Assurance applicationsRun policy illustrations to verify premium calculations are correct Liaise with internal departments to ensure the accurate and timely exchange of informationPerforming simple and complex New Business administrative tasks, as required for the processing of insurance applicationsManaging time sensitive financial transactions which requires understanding of market timing and the impact of backdatingUnderstanding the impact of the movement of money within the organization as it relates to GAAP and AML guidelines to meet OSFI audit requirements Risk Management Adhere to all aspects of First Principles our code of Business Conduct and Ethics including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy and disclosure of outside business activitiesAccuracy and timeliness of the work completed by this role is critical to BMO Life Insurance's reputational risk Required Skills Strong customer service orientationAbility to effectively multi-taskAbility to handle high pressure situations with very tight turnaround requirementsExcellent organization skillsProductivity focused: Able to consistently process a high volume of tasks dailyAbility to make sound transactional decisions in accordance with policies and directivesProficient with Microsoft Office (Word, Excel) Required Knowledge High school diplomaUniversity/College graduates preferredExcellent English - Written and Oral Communication skills requiredFluently Bilingual in French would be an asset but not requiredCompletion of introductory LOMA courses (LOMA 1 and 2) preferredWorking knowledge of life insurance products, particularly Universal Life, Traditional Life and Critical Illness product features, and channels1-2 years' experience in Life Insurance; New Business or Customer Service area preferredPrevious experience with systems used to administer cases would be an asset (including: INGENIUM, WinRisk, Work Management and Digital Library FileNet)Grade:4Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Application Deadline: 05/16/2024 Address: 250 Yonge Street Job Family Group: Customer Shared Services The New Business Associate is accountable to provide excellent customer service by processing all aspects of life insurance applications from case set-up to policy contract issue and settlement, within established service standards. Producing high quality work is essential to this position. This position is the first line of customer service for BMO Insurance. The incumbent must display a strong sense of professionalism as well as superior customer service skills to ensure the best possible experience for our clients. Accountabilities Customer Service Process life insurance applications for Advisor distribution channel in an efficient manner to meet service level standards for New Business Issue and settle policy contracts in an efficient manner to meet service and quality level standards Address customer services issues according to established parameters, escalating as required to the Manager, New Business for resolution. Demonstrate sound judgement in the handling of customer interactions and appropriate escalation to management Understand and follow established policies and procedures in the processing of new business applications, issuing and settling of policy contracts Exhibit a strong sense of partnership with internal and external customers and commitment to service, and carry out functions with an extremely high sense of urgency Investigate and resolve inquiries from the field and other team members related to specific cases Collaborate with Underwriting and Underwriting Support staff to exchange information and facilitate an efficient decision by the underwriter Effectively communicate with Case Coordinators to obtain any outstanding requirements Provide accurate and professional service to our customers and MGAs/Advisors, performing but not limited to the following activities: Answering advisor inquiries to provide accurate information about BMO Life Assurance applications Run policy illustrations to verify premium calculations are correct Liaise with internal departments to ensure the accurate and timely exchange of information Performing simple and complex New Business administrative tasks, as required for the processing of insurance applications Managing time sensitive financial transactions which requires understanding of market timing and the impact of backdating Understanding the impact of the movement of money within the organization as it relates to GAAP and AML guidelines to meet OSFI audit requirements Risk Management Adhere to all aspects of First Principles our code of Business Conduct and Ethics including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy and disclosure of outside business activities Accuracy and timeliness of the work completed by this role is critical to BMO Life Insurances reputational risk Required Skills Strong customer service orientation Ability to effectively multi-task Ability to handle high pressure situations with very tight turnaround requirements Excellent organization skills Productivity focused: Able to consistently process a high volume of tasks daily Ability to make sound transactional decisions in accordance with policies and directives Proficient with Microsoft Office (Word, Excel) Required Knowledge High school diploma University/College graduates preferred Excellent English - Written and Oral Communication skills required Fluently Bilingual in French would be an asset but not required Completion of introductory LOMA courses (LOMA 1 and 2) preferred Working knowledge of life insurance products, particularly Universal Life, Traditional Life and Critical Illness product features, and channels 1-2 years experience in Life Insurance; New Business or Customer Service area preferred Previous experience with systems used to administer cases would be an asset (including: INGENIUM, WinRisk, Work Management and Digital Library FileNet) Compensation and Benefits: $37,500.00 - $69,500.00 Pay Type: Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.

Application Deadline: 04/21/2024Address:201 Portage Avenue Unit 1826Drives sales results to enhance the promotion of BMO Life Assurance product and services to managing general agencies (MGAs) and brokers. Shares feedback on the product, processes, etc. to internal stakeholders to ensure continual enhancement of the insurance offer.Consults with MGAs to promote BMO Life Assurance product and services to their brokers, including determining the application of the sales strategy for sales calls to prospect MGAs and brokers, supporting existing relationships with current MGAs and brokers, meeting with MGAs and brokers to promote products and attain sales objectives, conducting seminars and workshops, providing case support to obtain business, requesting special quotes and identifying potential new MGAs and brokers.Attends and participates in regional industry events to promote BMO Life Assurance products and services, and enhances the overall reputation of the company.Contacts MGAs and brokers within assigned region to promote product and services, and increase overall business results.Discusses sophisticated insurance concepts based on customer scenarios with MGAs and brokers to demonstrate the benefit of BMO Life Assurance products.Shares sophisticated insurance concept solutions to leverage success across the regional team.Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.Provides advice and guidance to assigned business/group on implementation of solutions.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Builds effective relationships with internal/external stakeholders.Ensures alignment between stakeholders.Provides monthly reporting of sales results for MGAs and brokers, and generates discussions on more productive business development opportunities.Breaks down strategic problems, and analyses data and information to provide insights and recommendations.Provides insurance quotations.Provides technical support on products, illustration software and other tools.Manages the special quote process ensuring that the response is received according to the desired timeline.Manages large case process to build the overall regional business. Expedites application as much as possible.Answers questions about insurance concepts.Creates marketing tools and presentations for use in the region.Maintains regional statistics.Supports the achievement of the business plan within the designated region.Supports the delivery of the desired client experience to MGAs and brokers to enhance business opportunities.Collaborates effectively with internal stakeholders to build capability and drive business growth.Focus may be on a business/group.Thinks creatively and proposes new solutions.Exercises judgment to identify, diagnose, and solve problems within given rules.Works mostly independently.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Life insurance license.Certified Financial Planner or other professional designation.In-depth knowledge of insurance business, agencies and underwriting principles.In-depth knowledge of financial concepts, including financial planning and financial understanding of insurance products.In-depth knowledge of more advanced sales concepts in insurance, including corporate applications.In-depth knowledge of mutual fund industry is an asset.Specialized knowledge from education and/or business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Grade:5Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Financial Services Group Broker Are you curious by nature? Interested in news, finance and the economy? Make a difference for a customer drives you? Do you like being part of THE team in the market? If so, this opportunity is for you! This is a hybrid position with the ability to work both virtually and from one of our Western Region Aon offices. This according to the national Smart Working policy. Applicants must be legally authorized to work in Canada. This role is not eligible for sponsorship, and we are unable to sponsor or take over sponsorship of an employment visa or work permit. Aon is in the business of better decisions At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed. What the day will look like Analyze client's specific risk exposure and detail coverage requirements Prepare and present marketing proposals for renewals and new business Negotiate with underwriters to establish the best conditions in terms of premiums and coverage Follow up with the insurer to confirm that the conditions of the negotiated contract are respected Approve documentation for new contracts, policy changes, additions, deletions and renewals Build contacts and maintain relationships within the underwriting community with the goal of obtaining the best premiums and coverage for Aon customers Participate in client and prospect meetings Other related tasks as needed How this opportunity is different As a broker, you will have the chance to be part of a national team that will help you grow through training and support. You will work closely with account managers as an expert advisor. Your work will have a significant impact in the client's risk transfer strategy more specifically in relation to their executive risks which includes liability of directors’ and officers’ liability, fiduciary liability (pension plan ), employment practices liability and fidelity insurance Skills and experience that will lead to success Minimum 2 years of experience and knowledge in insurance, an asset The commercial damage insurance broker's license or intention to obtain it within a period of 6 months Strong written and verbal communication skills A financial or legal background is a major asset How we support our colleagues In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two “Global Wellbeing Days” each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognise that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working! Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued. We provide individuals with disabilities reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment in accordance with applicable law. Please contact us to request an accommodation on [email protected] Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace. Dependent on regional requirements, please include specific benefits where applicable and relevant accommodation criteria and enhanced equal opportunities statement #LI-LK1 2540867

Application Deadline: 05/05/2024Address:201 Portage Avenue Unit 1826Drives sales results to enhance the promotion of BMO Life Assurance product and services to managing general agencies (MGAs) and brokers. Shares feedback on the product, processes, etc. to internal stakeholders to ensure continual enhancement of the insurance offer.Develops and executes the business development strategy, sales targets and the sales results for the assigned region.Builds sales and industry presentations and attends MGA conferences as speaker to represent BMO Life Assurance and build reputation in the market.Plays a leadership role in the industry to promote BMO Life Assurance.Provides input to the national sales strategy based on the potential in the assigned region.Analyzes the distribution network of managing general agencies (MGAs) and brokers to set contact and relationship priorities.Recruits new regional MGAs and brokers.Drives business development efforts and marketing plans of the sales team.Contacts MGAs and brokers within assigned region to promote product and services, and increase overall business results.Acts as a trusted advisor to assigned business/group.Influences and negotiates to achieve business objectives.Recommends and implements solutions based on analysis of issues and implications for the business.Assists in the development of strategic plans.Identifies emerging issues and trends to inform decision-making.Discusses sophisticated insurance concepts based on customer scenarios with MGAs and brokers to demonstrate the benefit of BMO Life Assurance products.Shares sophisticated insurance concept solutions to leverage success across the regional team.Helps determine business priorities and best sequence for execution of business/group strategy.Conducts independent analysis and assessment to resolve strategic issues.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Builds effective relationships with internal/external stakeholders.Ensures alignment between stakeholders.Monitors sales results for MGAs to identify any issues and mitigate as effectively as possible.Designs and produces regular and ad-hoc reports, and dashboards.Breaks down strategic problems, and analyses data and information to provide insights and recommendations.Reviews sales client messaging to safeguard the organization and customer assets via established compliance and regulatory parameters.Provides input into the planning and implementation of operational programs.Provides insurance quotations.Provides technical support on products, illustration software and other tools.Manages the special quote process ensuring that the response is received according to the desired timeline.Manages large case process to build the overall regional business. Expedites application as much as possible.Answers questions about insurance concepts.Leads/participates in the design, implementation, and management of core business/group processes.Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences.Supports the achievement of the business plan within the designated region.Supports the delivery of the desired client experience to MGAs and brokers to enhance business opportunities.Collaborates effectively with internal stakeholders to build capability and drive business growth.Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.Provides specialized consulting, analytical and technical support.Exercises judgment to identify, diagnose, and solve problems within given rules.Works independently and regularly handles non-routine situations.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Life insurance license.Certified Financial Planner or Chartered Life Underwriter.In-depth knowledge of insurance business, agencies and underwriting principles.In-depth knowledge of financial concepts, including financial planning and financial understanding of insurance products.In-depth knowledge of more advanced sales concepts in insurance, including corporate applications.Deep knowledge and technical proficiency gained through extensive education and business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Data driven decision making - In-depth.Grade:7Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Application Deadline: 04/18/2024Address:VIRTUAL59 - HomeRes - ON - NBSDrives sales results to enhance the promotion of BMO Life Assurance product and services to managing general agencies (MGAs) and brokers. Shares feedback on the product, processes, etc. to internal stakeholders to ensure continual enhancement of the insurance offer.Develops and executes the business development strategy, sales targets and the sales results for the assigned region.Builds sales and industry presentations and attends MGA conferences as speaker to represent BMO Life Assurance and build reputation in the market.Plays a leadership role in the industry to promote BMO Life Assurance.Provides input to the national sales strategy based on the potential in the assigned region.Analyzes the distribution network of managing general agencies (MGAs) and brokers to set contact and relationship priorities.Recruits new regional MGAs and brokers.Drives business development efforts and marketing plans of the sales team.Contacts MGAs and brokers within assigned region to promote product and services, and increase overall business results.Acts as a trusted advisor to assigned business/group.Influences and negotiates to achieve business objectives.Recommends and implements solutions based on analysis of issues and implications for the business.Assists in the development of strategic plans.Identifies emerging issues and trends to inform decision-making.Discusses sophisticated insurance concepts based on customer scenarios with MGAs and brokers to demonstrate the benefit of BMO Life Assurance products.Shares sophisticated insurance concept solutions to leverage success across the regional team.Helps determine business priorities and best sequence for execution of business/group strategy.Conducts independent analysis and assessment to resolve strategic issues.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Builds effective relationships with internal/external stakeholders.Ensures alignment between stakeholders.Monitors sales results for MGAs to identify any issues and mitigate as effectively as possible.Designs and produces regular and ad-hoc reports, and dashboards.Breaks down strategic problems, and analyses data and information to provide insights and recommendations.Reviews sales client messaging to safeguard the organization and customer assets via established compliance and regulatory parameters.Provides input into the planning and implementation of operational programs.Provides insurance quotations.Provides technical support on products, illustration software and other tools.Manages the special quote process ensuring that the response is received according to the desired timeline.Manages large case process to build the overall regional business. Expedites application as much as possible.Answers questions about insurance concepts.Leads/participates in the design, implementation, and management of core business/group processes.Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences.Supports the achievement of the business plan within the designated region.Supports the delivery of the desired client experience to MGAs and brokers to enhance business opportunities.Collaborates effectively with internal stakeholders to build capability and drive business growth.Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.Provides specialized consulting, analytical and technical support.Exercises judgment to identify, diagnose, and solve problems within given rules.Works independently and regularly handles non-routine situations.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Life insurance license preferred.Certified Financial Planner or Chartered Life Underwriter preferred but not required.In-depth knowledge of insurance business, agencies and underwriting principles.In-depth knowledge of financial concepts, including financial planning and financial understanding of insurance products.In-depth knowledge of more advanced sales concepts in insurance, including corporate applications.Deep knowledge and technical proficiency gained through extensive education and business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Data driven decision making - In-depth.Grade:7Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

An exceptional company with a firm commitment to its people, culture, and the community!Become a key part of a forward-thinking, inclusive, and diverse team that values every perspectiveEarn a competitive salary of $55,000+, plus commission, and comprehensive benefits! About CJ Campbell InsuranceJoin a legacy of trust at CJ Campbell Insurance, where integrity has thrived since 1912. Founded by Charles John Campbell, we have evolved from a partner in Graham Hamilton and Campbell to a thriving entity, incorporating in 1925. In today's dynamic insurance landscape, our professional brokers lead the way. We engage deeply with our clients, evaluating their risks comprehensively.At CJ Campbell, we pride ourselves on knowing our clients – their family, passions, and dreams. This personalized approach empowers us to craft insurance strategies tailored just for our community. Proud members of the Insurance Brokers Association of Canada, we stand as a beacon of reliability. Experience a partnership that goes beyond insurance; it’s about safeguarding dreams.To learn more about us, please visit: cjcampbell.comAbout the OpportunityCJ Campbell Insurance has an exciting opportunity for a full-time Insurance Broker, Personal Lines, based in Calgary, Alberta, with a hybrid work model available after orientation.In this position, you will be primarily responsible for managing a personal lines book of business, managing renewals, endorsements and writing new business along with all other customer service elements.Your responsibilities include, but are not limited to:Providing exceptional customer service to create engaged customers and drive organic growth through cross-selling and upselling based on individual needsTaking ownership of customer issues and ensuring problems are resolved promptlyMaintaining accurate records and documenting customer service actions and discussions in the broker management systemCollaborating with New Business, Renewal Review, and Administrative teams to foster an environment of encouragement and empowermentStaying informed of industry developments and applying best practices for continuous improvementManaging resources effectively and utilizing assets to meet both qualitative and quantitative goalsOrganizing workflow efficiently, prioritizing tasks to maintain orderly operationsMonitoring insurance claims to ensure they are handled to the satisfaction of all parties involvedMore About YouTo qualify, candidates must possess at least a Level 1 Alberta Insurance Council (AIC) General Insurance License, with a minimum of 3 years of industry experience. If you have fewer years of experience but the transferrable skills, determination to excel, or CAIB equivalents, we encourage you to apply; we'll assist with license transfers.The following skills and experience will be strong assets:Demonstrated experience as a customer service managerFamiliarity with insurance companies and their portalsExperience working with our carriers: Wawanesa, Peacehills, Intact, Aviva, and Travelers (asset)Working knowledge of Applied Epic, Compu-Quote, and MS OfficeAwareness of the latest technology trends and applications in the industrySuperior organizational skills and flexibility to thrive in a fast-paced environmentStrong client-facing and communication abilitiesAdvanced troubleshooting and multi-tasking skillsResiding within a commutable distance according to business needsAs our ideal candidate, you are attentive to details and prioritize customer satisfaction, ensuring a positive service experience for our clients.Above all, we value a collaborative and entrepreneurial spirit, eager to drive our business forward while fostering a positive and empathic work environment. The desire to become part of our team, build relationships, respond swiftly and personably, and excel in communication with clients and colleagues is essential!About the BenefitsIn exchange for your hard work and dedication, you will receive a highly competitive base salary of $55,000+ plus commission, negotiable dependent on experience, along with a great host of benefits, including:100% Employer-covered health and paramedical benefitsGenerous vacation and personal days allowanceProfessional and educational development supportOpportunities for a flexible work model for the right candidate!Enjoy the Teladoc Health/Best Doctors program – access to swift physical and mental health services!Take advantage of our on-site gymOpportunities to join our collaborative, supportive, and pet-friendly work cultureRegular team bonding events such as Cinco de Mayo parties, Halloween, Valentine's Day, Wine Survivor, Christmas potlucks, and more! Being part of a stable company experiencing growth – operating for over 100 years!If you are interested in progressing your career with a growing company, apply today! 

An exceptional company with a firm commitment to its people, culture, and the community!Become a key part of a forward-thinking, inclusive, and diverse team that values every perspectiveEarn a competitive salary of $55,000+, plus commission, and comprehensive benefits! About CJ Campbell InsuranceJoin a legacy of trust at CJ Campbell Insurance, where integrity has thrived since 1912. Founded by Charles John Campbell, we have evolved from a partner in Graham Hamilton and Campbell to a thriving entity, incorporating in 1925. In today's dynamic insurance landscape, our professional brokers lead the way. We engage deeply with our clients, evaluating their risks comprehensively.At CJ Campbell, we pride ourselves on knowing our clients – their family, passions, and dreams. This personalized approach empowers us to craft insurance strategies tailored just for our community. Proud members of the Insurance Brokers Association of Canada, we stand as a beacon of reliability. Experience a partnership that goes beyond insurance; it’s about safeguarding dreams.To learn more about us, please visit: cjcampbell.comAbout the OpportunityCJ Campbell Insurance has an exciting opportunity for a full-time Insurance Broker, Personal Lines, based in Calgary, Alberta, with a hybrid work model available after orientation.In this position, you will be primarily responsible for managing a personal lines book of business, managing renewals, endorsements and writing new business along with all other customer service elements.Your responsibilities include, but are not limited to:Providing exceptional customer service to create engaged customers and drive organic growth through cross-selling and upselling based on individual needsTaking ownership of customer issues and ensuring problems are resolved promptlyMaintaining accurate records and documenting customer service actions and discussions in the broker management systemCollaborating with New Business, Renewal Review, and Administrative teams to foster an environment of encouragement and empowermentStaying informed of industry developments and applying best practices for continuous improvementManaging resources effectively and utilizing assets to meet both qualitative and quantitative goalsOrganizing workflow efficiently, prioritizing tasks to maintain orderly operationsMonitoring insurance claims to ensure they are handled to the satisfaction of all parties involvedMore About YouTo qualify, candidates must possess at least a Level 1 Alberta Insurance Council (AIC) General Insurance License, with a minimum of 3 years of industry experience. If you have fewer years of experience but the transferrable skills, determination to excel, or CAIB equivalents, we encourage you to apply; we'll assist with license transfers.The following skills and experience will be strong assets:Demonstrated experience as a customer service managerFamiliarity with insurance companies and their portalsExperience working with our carriers: Wawanesa, Peacehills, Intact, Aviva, and Travelers (asset)Working knowledge of Applied Epic, Compu-Quote, and MS OfficeAwareness of the latest technology trends and applications in the industrySuperior organizational skills and flexibility to thrive in a fast-paced environmentStrong client-facing and communication abilitiesAdvanced troubleshooting and multi-tasking skillsResiding within a commutable distance according to business needsAs our ideal candidate, you are attentive to details and prioritize customer satisfaction, ensuring a positive service experience for our clients.Above all, we value a collaborative and entrepreneurial spirit, eager to drive our business forward while fostering a positive and empathic work environment. The desire to become part of our team, build relationships, respond swiftly and personably, and excel in communication with clients and colleagues is essential!About the BenefitsIn exchange for your hard work and dedication, you will receive a highly competitive base salary of $55,000+ plus commission, negotiable dependent on experience, along with a great host of benefits, including:100% Employer-covered health and paramedical benefitsGenerous vacation and personal days allowanceProfessional and educational development supportOpportunities for a flexible work model for the right candidate!Enjoy the Teladoc Health/Best Doctors program – access to swift physical and mental health services!Take advantage of our on-site gymOpportunities to join our collaborative, supportive, and pet-friendly work cultureRegular team bonding events such as Cinco de Mayo parties, Halloween, Valentine's Day, Wine Survivor, Christmas potlucks, and more! Being part of a stable company experiencing growth – operating for over 100 years!If you are interested in progressing your career with a growing company, apply today! 

An exceptional company with a firm commitment to its people, culture, and the community!Become a key part of a forward-thinking, inclusive, and diverse team that values every perspectiveEarn a competitive salary of $55,000+, plus commission, and comprehensive benefits! About CJ Campbell InsuranceJoin a legacy of trust at CJ Campbell Insurance, where integrity has thrived since 1912. Founded by Charles John Campbell, we have evolved from a partner in Graham Hamilton and Campbell to a thriving entity, incorporating in 1925. In today's dynamic insurance landscape, our professional brokers lead the way. We engage deeply with our clients, evaluating their risks comprehensively.At CJ Campbell, we pride ourselves on knowing our clients – their family, passions, and dreams. This personalized approach empowers us to craft insurance strategies tailored just for our community. Proud members of the Insurance Brokers Association of Canada, we stand as a beacon of reliability. Experience a partnership that goes beyond insurance; it’s about safeguarding dreams.To learn more about us, please visit: cjcampbell.comAbout the OpportunityCJ Campbell Insurance has an exciting opportunity for a full-time Insurance Broker, Personal Lines, based in Calgary, Alberta, with a hybrid work model available after orientation.In this position, you will be primarily responsible for managing a personal lines book of business, managing renewals, endorsements and writing new business along with all other customer service elements.Your responsibilities include, but are not limited to:Providing exceptional customer service to create engaged customers and drive organic growth through cross-selling and upselling based on individual needsTaking ownership of customer issues and ensuring problems are resolved promptlyMaintaining accurate records and documenting customer service actions and discussions in the broker management systemCollaborating with New Business, Renewal Review, and Administrative teams to foster an environment of encouragement and empowermentStaying informed of industry developments and applying best practices for continuous improvementManaging resources effectively and utilizing assets to meet both qualitative and quantitative goalsOrganizing workflow efficiently, prioritizing tasks to maintain orderly operationsMonitoring insurance claims to ensure they are handled to the satisfaction of all parties involvedMore About YouTo qualify, candidates must possess at least a Level 1 Alberta Insurance Council (AIC) General Insurance License, with a minimum of 3 years of industry experience. If you have fewer years of experience but the transferrable skills, determination to excel, or CAIB equivalents, we encourage you to apply; we'll assist with license transfers.The following skills and experience will be strong assets:Demonstrated experience as a customer service managerFamiliarity with insurance companies and their portalsExperience working with our carriers: Wawanesa, Peacehills, Intact, Aviva, and Travelers (asset)Working knowledge of Applied Epic, Compu-Quote, and MS OfficeAwareness of the latest technology trends and applications in the industrySuperior organizational skills and flexibility to thrive in a fast-paced environmentStrong client-facing and communication abilitiesAdvanced troubleshooting and multi-tasking skillsResiding within a commutable distance according to business needsAs our ideal candidate, you are attentive to details and prioritize customer satisfaction, ensuring a positive service experience for our clients.Above all, we value a collaborative and entrepreneurial spirit, eager to drive our business forward while fostering a positive and empathic work environment. The desire to become part of our team, build relationships, respond swiftly and personably, and excel in communication with clients and colleagues is essential!About the BenefitsIn exchange for your hard work and dedication, you will receive a highly competitive base salary of $55,000+ plus commission, negotiable dependent on experience, along with a great host of benefits, including:100% Employer-covered health and paramedical benefitsGenerous vacation and personal days allowanceProfessional and educational development supportOpportunities for a flexible work model for the right candidate!Enjoy the Teladoc Health/Best Doctors program – access to swift physical and mental health services!Take advantage of our on-site gymOpportunities to join our collaborative, supportive, and pet-friendly work cultureRegular team bonding events such as Cinco de Mayo parties, Halloween, Valentine's Day, Wine Survivor, Christmas potlucks, and more! Being part of a stable company experiencing growth – operating for over 100 years!If you are interested in progressing your career with a growing company, apply today! 

Financial Services Group Broker Are you curious by nature? Interested in news, finance and the economy? Making a difference for a customer drives you? Do you like being part of THE team in the market? If so, this opportunity is for you! This is a hybrid position with the ability to work both virtually and from our Toronto office. This is according to the national Smart Working policy. Applicants must be legally authorized to work in Canada. This role is not eligible for sponsorship, and we are unable to sponsor or take over sponsorship of an employment visa or work permit. Aon is in the business of better decisions At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed. What the day will look like Analyze client's specific risk exposure and detail coverage requirements Prepare and present marketing proposals for renewals and new business Negotiate with underwriters to establish the best conditions in terms of premiums and coverage Follow up with the insurer to confirm that the conditions of the negotiated contract are respected Approve documentation for new contracts, policy changes, additions, deletions and renewals Build contacts and maintain relationships within the underwriting community with the goal of obtaining the best premiums and coverage for Aon customers Participate in client and prospect meetings Other related tasks as needed How this opportunity is different As a broker, you will have the chance to be part of a national team that will help you grow through training and support. You will work closely with account managers as an expert advisor. Your work will have a significant impact in the client's risk transfer strategy more specifically in relation to their executive risks which includes directors’ and officers’ liability, fiduciary liability (pension plan), employment practices liability and fidelity insurance. Skills and experience that will lead to success Minimum 3 years of experience and knowledge in insurance, an asset Currently hold a RIBO license or intention to obtain it within a period of 6 months Strong written and verbal communication skills A financial or legal background is a major asset How we support our colleagues In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two “Global Wellbeing Days” each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognise that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working! Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued. Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace. Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status. We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email [email protected] #LI-HYBRID #LI-NA1 2541464

Broker- General Practice Would you like to work as part of an industry-leading team? Do you enjoy helping empower results for clients by delivering innovative and effective solutions? You could be the perfect fit for our Broker position! This position is an onsite opportunity with a requirement to be in the office fulltime. Applicants must be legally authorized to work in Canada. This role is not eligible for sponsorship, and we are unable to sponsor or take over sponsorship of an employment visa or work permit. The salary range for this position is $72,000-$96,000 The actual salary will vary based on applicant’s education, experience, skills and abilities, as well as internal equity. Aon also offers you a comprehensive benefits package. Aon is in the business of better decisions At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed. What the day will look like Collaborates with Account Executive to develop coverage strategy and marketing initiatives for renewal and prospective business; Processing, and/or issuing where applicable, new policies and policy renewals, changes, additions, deletions and cancellations; Preparing new business and renewal and keeping them up to date; Analyzes client specific risk exposure and details coverage requirements; prepares and presents marketing proposals for renewals and new business; Negotiate, establish, and maintain strong relationships with the underwriting community for the ultimate benefit of the client; Follows up with insurer to confirm terms of negotiated contract are met; Communicating directly with underwriters to follow up or obtaining additional information; Reviewing and proofreading all assignments, obtaining proper signatures and dispensing as appropriate; Calculating adjustments and premiums on polices and other insurance documents; Providing leadership, mentoring and direction to the Associate Broker and Broking Coordinator; Leading by example by demonstrating and sharing with all lines of business the importance of best practice; and Other related duties and responsibilities as assigned. How this opportunity is different As a broker, you will have the chance to be part of a national team that will help you grow through training and support. You will work closely with account managers as an expert advisor. Your work will have a significant impact in the client's risk transfer strategy more specifically in relation to their executive risks which includes liability of directors’ and officers’ liability, fiduciary liability (pension plan ), employment practices liability and fidelity insurance Skills and experience that will lead to success Minimum 2 years of experience and knowledge in insurance, an asset Level One & Two insurance licence preferredm, or intention to obtain within a period of 6 months Strong written and verbal communication skills How we support our colleagues In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two “Global Wellbeing Days” each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognise that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working! Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued. Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace. Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status. We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email [email protected] #li-LK1 2542132

Broker- Marine Are you curious about the inner workings of risk as it relates to the Marine and Logistics industry? Interested in working with a team of experts who are generous with sharing their knowledge, and joining an industry leading, highly inclusive organization? If this sounds like you, we should talk! Applicants must be legally authorized to work in Canada. This role is not eligible for sponsorship, and we are unable to sponsor or take over sponsorship of an employment visa or work permit. The salary range for this position is $72,000- $96,000. The actual salary will vary based on applicant’s education, experience, skills and abilities, as well as internal equity. Aon also offers you a generous incentive earning opportunity and a comprehensive benefits package. Aon is in the business of better decisions At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed. What the day will look like Participates in client and prospect meetings Collaborates with Account Executives and/or clients to develop coverage strategy and marketing initiatives for renewal and prospective business; Analyzes client specific risk exposure and details coverage requirements Prepares and presents marketing proposals for renewals and new business Negotiates with underwriters to establish the best terms and conditions with respect to premiums and coverage Processing, and/or issuing where applicable, new policies and policy renewals, changes, additions, deletions and cancellations; Establish, and maintain strong relationships with the underwriting community for the ultimate benefit of the client; Follows up with insurer to confirm terms of negotiated contract are met; Reviewing and proofreading all policy documents, obtaining proper signatures and dispensing as appropriate; Calculating adjustments and premiums on polices and other insurance documents; Providing leadership, mentoring and direction to Associate Brokers and/or Broking Coordinators; Leading by example by demonstrating and sharing with all lines of business the importance of standard process; and Other related duties and responsibilities as assigned. How this opportunity is different As a broker, you will have the chance to be part of a national team that will help you grow through training and support. You will work closely with account managers as an expert advisor. Your work will have a significant impact in the client's risk transfer strategy more specifically in relation to their executive risks which includes liability of directors’ and officers’ liability, fiduciary liability (pension plan), employment practices liability and fidelity insurance Skills and experience that will lead to success Minimum 5 years Proven experience and knowledge in insurance Insurance level one required and level 2 perfeerd or intention to obtain it within a period of 6 months Strong written and verbal communication skills A marine or commercial insurance background is a major asset How we support our colleagues In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two “Global Wellbeing Days” each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognise that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working! Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued. Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace. Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status. We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email [email protected] #LK-LK1 2542158

Our Mississauga client is currently looking for a polished and professional Commercial Lines Insurance Broker.  You will be responsible for the day-to-day activity involving  clients, handling  files, and maintaining retention targets regularly.  Your responsibility also includes, but not limited to attaining premium growth, by up selling and cross selling appropriate coverage as well as new business.  You will adhere to timelines to acquire expiry dates at the time of policy renewals and dig into leads for potential new business.  You will be required to have previous experience  within the following commercial lines account in Manufacturing, Construction, E&O and D&O, large auto fleets, and other lines of Commercial Insurance. Should you have Real Estate experience, this is considered to be a bonus!  You Possess:Valid RIBO license is required in good standing5+ years commercial lines insurance experience with a focus on mid-market accountsCIP, FCIP, or CAIB designation or working towards completion is considered an asset Strong analytical, organization and time management skillsExcellent interpersonal, verbal and written communication skillsThe ability to adapt to an ever changing environment when requiredYou be level headed with the innate ability to stay focused and calm when dealing with clientsHave empathy towards clients, always addressing their needs and putting them first, alwaysPrevious exposure to TAM/EpicPrevious exposure to insurance portals, markets as well as technology including MS Office, platforms, portals and other software Responsibilities:Cross selling, up selling appropriate coverages and New BusinessBinding accounts/coverage with insurerMaintain professional relationships with key underwriters to ensure maximization of new business growth and retention opportunitiesTo show up everyday for your peers, subordinates and clientsMaking sure your clients needs are met and adhered toHave understanding of insurance wordingsNavigation through all technology This role is presented for the purpose of hiring an individual who is excited about joining an organization with low turnover and personal growth. This is a mid-sized firm that offers a great culture!For anyone looking for a stable environment with lots of opportunity we ask that you forward your resume in confidence today.   

Our client in the Kitchener/Waterloo vicinity is currently looking for a Personal Lines Technical Service Representative/Underwriter.Your responsibilities will be, but not limited to: You must possess:A RIBO license in good standingA minimum of 3 years experience as a RIBO licensed broker or alternatively an underwriterMaintain current knowledge of carrier underwriting and current industry changesThorough understanding of industry reports for example; Autoplus, MVR’s and HITSSIG XP experience is preferred; however, willing to train the right incumbent The ability to correct all billing discrepanciesCompleting policy changes in carrier portals associated with policiesEmpathy towards othersExcellent verbal and written communication skillsGood presentation skillsA positive attitudeWillingness to work in an office environment and get along with others/collaborationAdaptable to an ever-changing environment Process applications Run daily activities following procedures of the brokerage Adhering to all carrier’s binding authorityConfirm estimates are accurate Applications are complete for upload to carrier portalsUpon completion issuing policies in carrier portalsProcess new business policies upon receipt from the company Bill as per procedures from the brokerageComplete daily Electronic Data Interchange and work effectively resolving EDI issues as they could ariseAssist in Broker Management System training of new staff *While we appreciate all those that apply, due to the volume of resumes we receive, we will only be reaching out to those individuals who are qualified for this role. Resumes are kept of file for future opportunities. What the company provides:Motivated and inclusive cultureCompetitive salary RRSP with company matching componentProfessional development opportunities, tuition reimbursement

Application Deadline: 05/03/2024Address:630 boul Rene Levesque OuestDrives sales results to enhance the promotion of BMO Life Assurance product and services to managing general agencies (MGAs) and brokers. Shares feedback on the product, processes, etc. to internal stakeholders to ensure continual enhancement of the insurance offer.Consults with MGAs to promote BMO Life Assurance product and services to their brokers, including determining the application of the sales strategy for sales calls to prospect MGAs and brokers, supporting existing relationships with current MGAs and brokers, meeting with MGAs and brokers to promote products and attain sales objectives, conducting seminars and workshops, providing case support to obtain business, requesting special quotes and identifying potential new MGAs and brokers.Attends and participates in regional industry events to promote BMO Life Assurance products and services, and enhances the overall reputation of the company.Contacts MGAs and brokers within assigned region to promote product and services, and increase overall business results.Identifies emerging issues and trends to inform decision-making.Discusses sophisticated insurance concepts based on customer scenarios with MGAs and brokers to demonstrate the benefit of BMO Life Assurance products.Shares sophisticated insurance concept solutions to leverage success across the regional team.Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.Provides advice and guidance to assigned business/group on implementation of solutions.Conducts independent analysis and assessment to resolve strategic issues.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Builds effective relationships with internal/external stakeholders.Ensures alignment between stakeholders.Designs and produces regular and ad-hoc reports, and dashboards.Provides monthly reporting of sales results for MGAs and brokers, and generate discussions on more productive business development opportunities.Breaks down strategic problems, and analyses data and information to provide insights and recommendations.Provides input into the planning and implementation of operational programs.Provides insurance quotations.Provides technical support on products, illustration software and other tools.Manages the special quote process ensuring that the response is received according to the desired timeline.Manages large case process to build the overall regional business. Expedites application as much as possible.Answers questions about insurance concepts.Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences.Supports the achievement of the business plan within the designated region.Supports the delivery of the desired client experience to MGAs and brokers to enhance business opportunities.Collaborates effectively with internal stakeholders to build capability and drive business growth.Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.Exercises judgment to identify, diagnose, and solve problems within given rules.Works independently on a range of complex tasks, which may include unique situations.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Life insurance license.In-depth knowledge of insurance business, agencies and underwriting principles.In-depth knowledge of financial concepts, including financial planning and financial understanding of insurance products.In-depth knowledge of more advanced sales concepts in insurance, including corporate applications.In-depth knowledge of mutual fund industry is an asset.Technical proficiency gained through education and/or business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Data driven decision making - In-depth.Bilingual French & EnglishThis position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Grade:6Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Application Deadline: 04/30/2024Address:VIRTUAL59 - HomeRes - ON - NBSDrives sales results to enhance the promotion of BMO Life Assurance product and services to managing general agencies (MGAs) and brokers. Shares feedback on the product, processes, etc. to internal stakeholders to ensure continual enhancement of the insurance offer.Develops and executes the business development strategy, sales targets and the sales results for the assigned region.Builds sales and industry presentations and attends MGA conferences as speaker to represent BMO Life Assurance and build reputation in the market.Plays a leadership role in the industry to promote BMO Life Assurance.Provides input to the national sales strategy based on the potential in the assigned region.Analyzes the distribution network of managing general agencies (MGAs) and brokers to set contact and relationship priorities.Recruits new regional MGAs and brokers.Drives business development efforts and marketing plans of the sales team.Contacts MGAs and brokers within assigned region to promote product and services, and increase overall business results.Acts as a trusted advisor to assigned business/group.Influences and negotiates to achieve business objectives.Recommends and implements solutions based on analysis of issues and implications for the business.Assists in the development of strategic plans.Identifies emerging issues and trends to inform decision-making.Discusses sophisticated insurance concepts based on customer scenarios with MGAs and brokers to demonstrate the benefit of BMO Life Assurance products.Shares sophisticated insurance concept solutions to leverage success across the regional team.Helps determine business priorities and best sequence for execution of business/group strategy.Conducts independent analysis and assessment to resolve strategic issues.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Builds effective relationships with internal/external stakeholders.Ensures alignment between stakeholders.Monitors sales results for MGAs to identify any issues and mitigate as effectively as possible.Designs and produces regular and ad-hoc reports, and dashboards.Breaks down strategic problems, and analyses data and information to provide insights and recommendations.Reviews sales client messaging to safeguard the organization and customer assets via established compliance and regulatory parameters.Provides input into the planning and implementation of operational programs.Provides insurance quotations.Provides technical support on products, illustration software and other tools.Manages the special quote process ensuring that the response is received according to the desired timeline.Manages large case process to build the overall regional business. Expedites application as much as possible.Answers questions about insurance concepts.Leads/participates in the design, implementation, and management of core business/group processes.Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences.Supports the achievement of the business plan within the designated region.Supports the delivery of the desired client experience to MGAs and brokers to enhance business opportunities.Collaborates effectively with internal stakeholders to build capability and drive business growth.Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.Provides specialized consulting, analytical and technical support.Exercises judgment to identify, diagnose, and solve problems within given rules.Works independently and regularly handles non-routine situations.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Life insurance license preferred.Certified Financial Planner or Chartered Life Underwriter preferred but not required.In-depth knowledge of insurance business, agencies and underwriting principles.In-depth knowledge of financial concepts, including financial planning and financial understanding of insurance products.In-depth knowledge of more advanced sales concepts in insurance, including corporate applications.Deep knowledge and technical proficiency gained through extensive education and business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Data driven decision making - In-depth.Grade:7Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Application Deadline: 05/16/2024 Address: VIRTUAL59 - HomeRes - ON - NBS Job Family Group: Wealth Sales & Service Drives sales results to enhance the promotion of BMO Life Assurance product and services to managing general agencies (MGAs) and brokers. Shares feedback on the product, processes, etc. to internal stakeholders to ensure continual enhancement of the insurance offer. Develops and executes the business development strategy, sales targets and the sales results for the assigned region. Builds sales and industry presentations and attends MGA conferences as speaker to represent BMO Life Assurance and build reputation in the market. Plays a leadership role in the industry to promote BMO Life Assurance. Provides input to the national sales strategy based on the potential in the assigned region. Analyzes the distribution network of managing general agencies (MGAs) and brokers to set contact and relationship priorities. Recruits new regional MGAs and brokers. Drives business development efforts and marketing plans of the sales team. Contacts MGAs and brokers within assigned region to promote product and services, and increase overall business results. Acts as a trusted advisor to assigned business/group. Influences and negotiates to achieve business objectives. Recommends and implements solutions based on analysis of issues and implications for the business. Assists in the development of strategic plans. Identifies emerging issues and trends to inform decision-making. Discusses sophisticated insurance concepts based on customer scenarios with MGAs and brokers to demonstrate the benefit of BMO Life Assurance products. Shares sophisticated insurance concept solutions to leverage success across the regional team. Helps determine business priorities and best sequence for execution of business/group strategy. Conducts independent analysis and assessment to resolve strategic issues. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Builds effective relationships with internal/external stakeholders. Ensures alignment between stakeholders. Monitors sales results for MGAs to identify any issues and mitigate as effectively as possible. Designs and produces regular and ad-hoc reports, and dashboards. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Reviews sales client messaging to safeguard the organization and customer assets via established compliance and regulatory parameters. Provides input into the planning and implementation of operational programs. Provides insurance quotations. Provides technical support on products, illustration software and other tools. Manages the special quote process ensuring that the response is received according to the desired timeline. Manages large case process to build the overall regional business. Expedites application as much as possible. Answers questions about insurance concepts. Leads/participates in the design, implementation, and management of core business/group processes. Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences. Supports the achievement of the business plan within the designated region. Supports the delivery of the desired client experience to MGAs and brokers to enhance business opportunities. Collaborates effectively with internal stakeholders to build capability and drive business growth. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Provides specialized consulting, analytical and technical support. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently and regularly handles non-routine situations. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Life insurance license preferred. Certified Financial Planner or Chartered Life Underwriter preferred but not required. In-depth knowledge of insurance business, agencies and underwriting principles. In-depth knowledge of financial concepts, including financial planning and financial understanding of insurance products. In-depth knowledge of more advanced sales concepts in insurance, including corporate applications. Deep knowledge and technical proficiency gained through extensive education and business experience. Verbal & written communication skills - In-depth. Collaboration & team skills - In-depth. Analytical and problem solving skills - In-depth. Influence skills - In-depth. Data driven decision making - In-depth. Compensation and Benefits: $63,500.00 - $117,600.00 Pay Type: Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.

Personal Lines ManagerAs a Personal Lines Manager, you play a critical role in the efficient functioning of an insurance office. Your responsibilities span various areas, ensuring smooth operations, compliance, and client satisfaction. Let’s break down the key aspects of your role: As a Personal Lines Manager, your role is pivotal in maintaining operational excellence, client satisfaction, and adherence to industry standards. You Require the following:Leadership and Team Management:Lead the Head Office Personal Insurance service team.Support clients and team members regarding new business, endorsements, claims, and the renewal process.Assist in complex cases and escalations.Provide leadership, guidance, mentorship, and coaching to all staff to maintain quality and performance standards.Client Relationship Management:Build and maintain strong relationships with clients.Provide consistent, accurate, and timely communication through verbal and written correspondence.Conduct face-to-face meetings with clients as necessary.Inform and educate clients about coverage, exclusions, and exposures.Compliance and Process Management:Implement and manage office policies and procedures to ensure compliance with insurance laws and regulations.Oversee financial management tasks, including budgeting, forecasting, and timely billing and premium collection.Analyze operational data and reports to identify trends and implement strategic improvements in office efficiency and service delivery.Business Relationships and Growth:Develop and maintain business relationships with clients, insurance carriers, and other stakeholders.Support business growth by fostering positive relationships.Coordinate with insurance agents and brokers to facilitate claims processing, underwriting, and policy issuance.Training and Development:Train and supervise new insurance brokers joining the team.Facilitate professional development for staff.Ensure that brokers understand and adhere to general underwriting guidelines. Qualifications:Several years of experience in personal lines insurance.Strong leadership abilities with a minimum of 7 years of leadership experience.Familiarity with insurance laws, regulations, and underwriting principles.Ability to build and maintain positive relationships with clients and stakeholders.