Overview of salaries statistics of the profession "Personal Lines Insurance Broker in Canada"

Who we are? Cansel helps clients capture, transform and manage data leading to increased field to finish efficiency and profitability. For more information, visit us at http://www.cansel.ca. Position Summary We are searching for a dedicated and experienced professional to join Cansel’s Sales Team in the Wide-format segment in Montréal.We are looking for someone with a good understanding of the wide format print market and the value of our equipment. Your role is to identify opportunities, solve problems and satisfy needs to ensure customer satisfaction and market growth through repeat business and business development. We need a bilingual Account Manager because the individual will serve both QC and Ontario provinces. In this role, you will... • Actively hunt for new business opportunities by identifying needs of new and existing customers, following trends in the Industry market, and discovering leads. This will include on-site demonstrations and cold-calling throughout your territory.• Manage existing customer account base through regular customer contact, monitoring, and development• Provide excellent customer service to key accounts, troubleshoot customer problems and offer post-sales support services• Meet all sales target performance indicators (KPIs)• Perform sales presentations and demonstrations• Participate in trade-shows, training events or other related events as requested and required• Provide reports to Vice President on your activity and new pipelines• Requires weekly to speak to customers in English and explain technical products including Wide Format Printer features and specifications. About you... • Bilingual FRENCH / ENGLISH.• Understandable English; Level of interaction in English is 40% of the time.• Solid technical experience in the wide format print industry is an asset.• An energetic, self-starter with an entrepreneurial spirit and passion for selling in a competitive market.• Experience in an outside sales role in relevant industries.• Experience recommending, presenting, and selling a number of products based on customer needs.• Self-motivation, flexibility, drive, and superb communication and computer skills are essential.• Willingness to spend 40-60% of time on the road (locally, but occasionally overnight) servicing and visiting customers across your territory.• Driving license in good standing.• Creative problem-solving skills and business savvy. Bonus points • Familiarity with Salesforce would be a bonus Why choose us? In addition to the strong growth culture of the company, Cansel offers:1- Competitive compensation package.2- Uncapped Commission incentives for the sales team.3- Flexible extended health and dental benefits program.4- Group Life, Short term Disability, Long Term Disability, AD&D, and Critical Illness Insurance5- Access to on-line pharmacy6- Company vehicle program for Sales Reps.7- Employee Referral Program.8- Book Club program (we will buy any book that you feel would be beneficial to assist in your professional development).9- Free access to our online courses database.10- Exclusive discount offers on shopping, sports, movies, travels and more through Perkopolis.11- Preferred rates on some gym memberships.12- Preferred rates on personal insurance.13- Generous long service reward program.Cansel is proud to be an equal opportunity employer and of the broad diversity of its employees. All qualified applicants will receive equal consideration for employment regardless of race, ethnicity, religion, gender, gender identity or expression, sexual orientation, disability, or age.

Who we are? Cansel helps clients capture, transform and manage data leading to increased field to finish efficiency and profitability. Position Summary Cansel is the largest Trimble re-seller in Canada. As one of Cansel’s Engineering Account Manager (sales), you will need hutzpah and drive to sell this equipment. You will be on the road at least one week per month. We are looking for someone who has experience as a surveyor or other Engineering/Surveying experience and sales training will be provided. In this role, you will... be following trends in the industry market and discovering leads.• Perform sales presentations, on-site demonstrations and cold calling throughout your territory.• Maintain existing customer/volume base through regular customer contact, monitoring, and development• Provide excellent customer service to key accounts• Meet all sales target performance indicators• Participate in trade-shows, training events or other related events as requested and required• Provide reports to Regional Sales Manager on activity and new pipelines About you... • Imperative that you have experience as a surveyor or in Survey and/or the Engineering (AEC) industry.• An energetic, self-starter with an entrepreneurial spirit and passion for selling in a competitive market• Experience recommending, presenting, and selling a number of products based on customer needs• Initiative, self-motivation, flexibility, drive, and superb communication and computer skills are essential• Willingness to spend 40-60% of time on the road (locally and occasionally overnight) servicing and visiting customers• Creative problem-solving skills and business savvy• Driving license in good standing Bonus points • Post-secondary degree/diploma in a relevant field (Construction/Survey/Civil Engineering and geomatics) or equivalent, or a combination of experience and training• Some experience in an outside sales role, preferably in the AEC Industries.• Familiarity with Salesforce or other CRMs. Why choose us? In addition to the strong growth culture of the company, Cansel offers:Competitive compensation package.Uncapped Commission incentives for the sales team.Flexible extended health and dental benefits program.Group Life, Short term Disability, Long Term Disability, AD&D, and Critical Illness InsuranceAccess to on-line pharmacyCompany vehicle program for Sales Reps.Employee Referral Program.Book Club program (we will buy any book that you feel would be beneficial to assist in your professional development).Free access to our online courses database.Exclusive discount offers on shopping, sports, movies, travels and more through Perkopolis.Preferred rates on some gym memberships.Preferred rates on personal insurance.Generous long service reward program.Participate in the Cansel Group of Companies Employee Share Ownership Plan after 1 year of employment.Cansel is proud to be an equal opportunity employer and of the broad diversity of its employees. All qualified applicants will receive equal consideration for employment regardless of race, ethnicity, religion, gender, gender identity or expression, sexual orientation, disability, or age.

Who we are? Cansel helps clients capture, transform and manage data leading to increased field to finish efficiency and profitability. Position Summary Cansel is the largest Trimble re-seller in Canada. As one of Cansel’s Municipal, Utility & Forestry Account Manager (sales), you will need hutzpah and drive to sell this equipment. You will be on the road at least one week per month. We are looking for someone who has experience as a surveyor or other Engineering/Surveying experience and sales training will be provided. In this role, you will... be based in Winnipeg, Regina, or Saskatoonbe following trends in the industry market and discovering leads.• Perform sales presentations, on-site demonstrations and cold calling throughout your territory.• Maintain existing customer/volume base through regular customer contact, monitoring, and development• Provide excellent customer service to key accounts• Meet all sales target performance indicators• Participate in tradeshows, training events or other related events as requested and required• Provide reports to Regional Sales Manager on activity and new pipelines About you... • Imperative that you have experience as a surveyor or in Survey and/or the Engineering (AEC) industry.• An energetic, self-starter with an entrepreneurial spirit and passion for selling in a competitive market• Experience recommending, presenting, and selling a number of products based on customer needs• Initiative, self-motivation, flexibility, drive, and superb communication and computer skills are essential• Willingness to spend 40-60% of time on the road (locally and occasionally overnight) servicing and visiting customers• Creative problem-solving skills and business savvy• Driving license in good standing Bonus points • Post-secondary degree/diploma in a relevant field (Construction/Survey/Civil Engineering and geomatics) or equivalent, or a combination of experience and training• Some experience in an outside sales role, preferably in the AEC Industries.• Familiarity with Salesforce or other CRMs. Why choose us? In addition to the strong growth culture of the company, Cansel offers:-Competitive compensation package (Total Compensation CA95,000-110,000)-Uncapped Commission incentives for the sales team.-Flexible extended health and dental benefits program.-Group Life, Short term Disability, Long Term Disability, AD&D, and Critical Illness Insurance-Access to on-line pharmacy-Company vehicle program for Sales Reps.-Employee Referral Program.-Book Club program (we will buy any book that you feel would be beneficial to assist in your professional development).-Free access to our online courses database.-Exclusive discount offers on shopping, sports, movies, travels and more through Perkopolis.-Preferred rates on some gym memberships.-Preferred rates on personal insurance.-Generous long service reward program.-You may participate in the Employee Share Ownership Program after one year of employmentCansel is proud to be an equal opportunity employer and of the broad diversity of its employees. All qualified applicants will receive equal consideration for employment regardless of race, ethnicity, religion, gender, gender identity or expression, sexual orientation, disability, or age.

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.

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! 

Application Deadline: 04/18/2024Address:60 Yonge StreetThe Underwriter is accountable for assessing the early death and early incidence of a critical illness for the purpose of determining accurate underwriting mortality and morbidity. This role is accountable to assess complex medical and avocational histories including current financial concepts in the Individual Life insurance space. This role is accountable to assess individual risk in accordance to established underwriting principles within their signing authority. This role is required to have advanced critical thinking, communication, negotiation and interpersonal skills. This role is also required to have advanced knowledge of current industry trends and a strong command of data and analytics skills. Accountabilities Medical/Non-Medical/Financial UnderwritingFollow the underwriting principles, directives, guidelines & manuals to assess the underwriting risk for New Business applications, Policy Changes for various product lines and distribution channels (Advisor, Direct, Creditor), including but not limited to the following key activities:Calculate appropriate age/amount requirements, auto/jumbo limits and initial and ultimate face amounts of coverage in accordance with external reinsurance treatiesReview and assess AML and governance risk in advance of placing the contract inforceAdjudicate client risk factors in the application and corresponding data elements in order to decide on the right mortality or morbidity riskReview and assess information from Attending Physician Statements and other medical specialists in order to assess life expectancyReview and determine Fair Market Value of Corporately owned policies to ensure amounts of coverage are justifiedWork with client advisory partners (Tax planners, Accountants, Lawyers) to ensure that data is accurately reflected in the risk assessment that is made, insurable interest and review of sales concept involvedLiaise with specialists, such as actuaries, medical providers or doctors, to understand the medical risk and other non-medical risk factors for the identified case Calculate underwriting decision and corresponding mortality rating based on medical experience and training, discussions with internal Medical Doctors, Reinsurance and ActuarialDecide whether the risk should be shared with a re-insurer and negotiate reinsurance agreements on all individual casesDecision the insurance policy and specify any additional conditions to be imposed based on the overall underwriting risk assessmentUpdate system and document notes and prepare for audit reviewCheck in force policies to ensure appropriate initial and ultimate amounts calculatedEnsure that the treaty terms for each Reinsurer on each product line is well understood and followed. Treaties are available to Underwriters and are housed in the Actuarial DepartmentEnsure MIB properly reviewed and coded on each caseEnsure communication is free of any personal comments. Documentation must be clear and concise and outlines methodology of risk assessment for auditing purposesPerform presentations and onsite visits with Nesbitt EIA's, Advisory brokers and Managing General Agencies (MGAs) as required to educate on underwriting mattersReview special underwriting requests or rating reconsiderations for MGAs and brokers and negotiate terms as required for specific business (within authority limits)Keep up to date with medical knowledge, developments and trends. Keep abreast of changes in the financial market, economy, geo-political and travel concerns as they relate to UnderwritingMaintain excellent reinsurance relationships in the discussion of individual case management and requirementsAML (Anti-Money Laundering) Risk FrameworkRisk score all Universal Life clients and reviewing case parameters according to internal AML guidelinesWork with Corporate AML office on any findings required to change internal policy and procedures for underwritingPerform review of client applications and disclosuresAssess corporate entities based on shareholder ownership and company financialsSupport internal Business Unit Governance team on investigations and suspicious underwriting filesReinsurance NegotiationsReview and assess reinsurance decisions for market competitivenessNegotiate complex medical/non-medical/financial cases with reinsurer to obtain best offerReserve and manage appropriate capacity for large casesCalculate and reserve appropriate initial and ultimate amounts through reinsurance treaty parameters to anticipate future growth liabilitiesProvide insight and feedback to Director Underwriting on trending reinsurance decision and emerging trends for future RFP treaty negotiationsRisk ManagementFollow appropriate underwriting principles, directives & guidelines and manuals to do (remove) assess the underwriting risk associated with new applications/business to BMO Life AssuranceAssess medical and non-medical risk factors consistent with internal and reinsurance guidelinesObtain appropriate approvals based on judgment and signing limits, recommending for approval for policies that are above personal underwriting limitsMaintain current knowledge of promoted insurance sales concepts and understand the implications to underwriting and the business overallAdhere 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 activitiesMust be clear and concise and outlines methodology of risk assessment for auditing purposesVisit brokers and managing general agencies (MGAs) as required to educate on underwriting mattersReview special underwriting requests or rating reconsiderations for MGAs and brokers and negotiate terms as required for specific business (within authority limits)Keep up to date with medical knowledge, developments and trends. Keep abreast of changes in the financial market, economy, geo-political and travel concerns as they relate to UnderwritingMaintain excellent reinsurance relationships in the discussion of individual case management and requirementsFollow appropriate underwriting principles, directives & guidelines and manuals to do (remove) assess the underwriting risk associated with new applications/business to BMO Life AssuranceAssess medical and non-medical risk factors consistent with internal and reinsurance guidelinesObtain appropriate approvals based on judgment and signing limits, recommending for approval for policies that are above personal underwriting limitsMaintain current knowledge of promoted insurance sales concepts and understand the implications to underwriting and the business overallAdhere 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 activitiesAuthorities To deliver on these accountabilities, these roles must have the following authorities:Information Access - Authority to use and access confidential information related to customer information, product and financial information. Authority includes accessing the internet for the purpose of gathering relevant data and current updates.Cross Functional Relationships To MGAs and brokersPerform analysis and provide feedback on quality of business to Director or Underwriting and VP Business DevelopmentProvide detail outcome of underwriting decision taken based on sound medical and financial underwriting analysisPerform presentations to MGA's and independent advisors on industry trends and complex medical underwriting filesMedical DoctorsReview and analyze reinsurance manuals to ensure accurate decision and adherence to reinsurance guidelines based on current reinsurance treaties in effectIdentify any blood/urine specimen trends and abnormalities based on parameters set by VP and Chief Corporate UnderwriterDecision complex medical situations to obtain complete picture for an accurate assessment of underwriting riskTo New BusinessIdentify missing information or additional information required to underwrite applications and advise New Business to gather the required informationAction application as per standards when New Business has updated the system with new informationEnsure system is clearly updated with decision including reinsurance and any applicable amendments, endorsements and/or special instructionsTo ReinsurersSubmit accurate information based on in force, initial and ultimate amounts on all facultative casesEnsure that treaty terms all well understoodEnsure that all accepted offers are communicated in timely manner and files updatedNegotiate the most competitive decisions based on qualitative material information gathered and sound judgmentTo ActuarialLiaise on reinsurance treaty termsLiaise on all special quote requestsLiaise on illustrations as requiredLiaise on Policy Changes as required and any special requests from Sales/Marketing Qualifications :KnowledgeUndergraduate degree5-10 years experience in an underwriting environmentALU II - working towards F.A.L.U.SkillsBusiness Numeracy (In-depth)Analytical skills (In-depth)Negotiation skills (In-depth)Bilingualism French and English is requiredCommunicationGrade: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.

Insurance AdvisorSaskatoon Brighton, SK, 137 Gibson Bnd #50, Saskatoon, Saskatchewan, Canada Req #2646Wednesday, April 10, 2024We're searching for an Insurance Advisor. Are you searching for new possibilities?Westland Insurance Group Ltd is growing and has a newopportunity foran Insurance Advisor at our Brighton office in Saskatoon, SK.Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are looking for a career minded individual who is focused on growing their insurance industry knowledge and experience. Discover what's possible, with Westland. The Westland story is all about growth, and that means plenty of possibility for everyone on our team. Every day, Westland proves that building a great business means taking care of communities, clients, and each other with equal commitment. As we continue to open new doors, we're inviting amazing people like you to join us.As an Insurance Advisor, you will promote and educate clients on insurance products, take ownership of client relationships, and help us grow our presence and profile in the local community.Interested in learning more? Why you'll love Westland: An open, flexible and welcoming workplace Plenty of opportunities to grow and learn Autonomy to own your own success Total rewards program that takes care of your financial, physical, and mental health Amplifying Communities, a program to support causes that matter most to our employees Why we'll love You: Laser-focused, you have a track record of achieving sales targets Building authentic client relationships comes naturally to you Master time manager, you can prioritize your workload, plus you demonstrate confidentiality and discretion Insurance broker level 1 license and preference to those working towards CAIB/CIP designation (financial support provided!) 2+ years of Personal Lines experience Once here, you'll: Be a member of our inclusive culture, alongside an extraordinarily talented community of people with a wide variety of backgrounds. Deliver superior customer service that promotes client retention Uncover clients' business challenges and act as a client advocate identifying their needs and providing recommendations Assist clients with their insurance needs by utilizing basic knowledge of underwriting principles You have an inexhaustible curiosity and look for opportunities to grow your career Want to get to know each other better? Send your resume our way. You belong here We strive to be much more than a great place to work. Here, you join a collective of incredibly vibrant, purpose driven, and open-minded people. Every day, Westland proves that building a great business means taking care of communities, clients, and each other with equal commitment. You will be supported and respected for who you are and for the voice you add to the conversation.At Westland, you will feel the power of community. Westland Insurance Ltd. is an inclusive organization that values diversity in its workforce. We listen, champion equity and diversity, and create safe welcoming spaces where everyone has a voice and is free to be themselves. Westland Insurance Ltd. encourages applications from all qualified individuals and will accommodate applicants' disability-related needs, up to the point of undue hardship, throughout all stages of the recruitment and selection process.If you require a disability -related accommodation in order to participate in the recruitment process, please contact the recruitment team by email at [email protected] Now Saskatoon Brighton, SK, 137 Gibson Bnd #50, Saskatoon, Saskatchewan, Canada

Commercial Insurance AdvisorLethbridge, AB, 1201 - 3rd Avenue S, Lethbridge, Alberta, Canada Req #2534Wednesday, April 10, 2024We're searching for a Commercial Insurance Advisor . Are you searching for new possibilities?Westland Insurance Group Ltd is growing and has a newopportunity fora Commercial Insurance Advisor in our Lethbridge, AB office. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are looking for a career minded individual who is focused on growing their insurance industry knowledge and experience.Discover what's possible, with Westland.The Westland story is all about growth, and that means plenty of possibility for everyone on our team. Every day, Westland proves that building a great business means taking care of communities, clients, and each other with equal commitment. As we continue to open new doors, we're inviting amazing people like you to join us.As a Commercial Insurance Advisor, you will promote and educate clients on insurance products, take ownership of client relationships, and help us grow our presence and profile in the local community.Interested in learning more?Why you'll love Westland: An open, flexible and welcoming workplace Plenty of opportunities to grow and learn Autonomy to drive your own success Be part of our inclusive culture, alongside an extraordinarily talented community of people with a wide variety of backgrounds A total rewards program that takes care of your financial, physical, and mental health Flexible paid Values Days to celebrate days important to you Paid Volunteer Days for employees as part of Amplifying Communities, a program to support causes that matter most to our employees and clients Why we'll love You: Laser-focused, you have a track record of achieving sales targets Building authentic client relationships comes naturally to you Master time manager, you can prioritize your workload, plus you demonstrate confidentiality and discretion Insurance broker level 2 license or working towards CAIB/CIP (financial support provided!) BONUS! 3-5 years+ of commercial or personal lines insurance experience Once here, you'll: Be a member of our inclusive culture, alongside an extraordinarily talented community of people with a wide variety of backgrounds. Deliver superior customer service that promotes client retention Uncover clients' business challenges and act as a client advocate identifying their needs and providing recommendations Assist clients with their insurance needs by utilizing basic knowledge of underwriting principles You have an inexhaustible curiosity and look for opportunities to grow your career Want to get to know each other better? Send your resume our way.You belong here We strive to be much more than a great place to work. Here, you join a collective of incredibly vibrant, purpose driven, and open-minded people. Every day, Westland proves that building a great business means taking care of communities, clients, and each other with equal commitment. You will be supported and respected for who you are and for the voice you add to the conversation.At Westland, you will feel the power of community. Westland Insurance Ltd. is an inclusive organization that values diversity in its workforce. We listen, champion equity and diversity, and create safe welcoming spaces where everyone has a voice and is free to be themselves. Westland Insurance Ltd. encourages applications from all qualified individuals and will accommodate applicants' disability-related needs, up to the point of undue hardship, throughout all stages of the recruitment and selection process.If you require a disability -related accommodation in order to participate in the recruitment process, please contact the recruitment team by email at [email protected] Now Lethbridge, AB, 1201 - 3rd Avenue S, Lethbridge, Alberta, Canada

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

We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today. Working ArrangementHybridJob DescriptionThe Opportunity As an Account Manager representing a Shared Service Team; you will have a unique opportunity to learn, reconcile and improve balance sheet reconciliation across the Affinity, Group Benefits, IIC, GIP, and IGP Operations while building strong relationships with our business partners.Prime responsibilities will include a forward thinking approach to the daily balance sheet management, aligned with team goals meeting our audit and business partner commitments. Responsibilities:Balance Sheet management including, account reconciliations, determining best course of clearing outages and resolving outages in short turnaround time.Be a Change Agent by understanding the business process flows and the relationship to the balance sheet to contribute to the end-to-end process flow mapping and accounting model documentation.Bring forward new ideas and changes to improve the quality of the balance sheet clearing.Communicated areas of risk to Financial Integrity and Control (FIC) Leader within a 10-day timeframe.Meet deadline commitments with accuracy demonstrating knowledge, and risks within balance sheet reconciliation.Create business partner relationships to influence clearing of the balance sheet and operational improvements to prevent account outages.Support and meet team goals and objectives through active engagement participation and team functions.What motivates you?You obsess about customers, listen, engage and act for their benefit. You think big, with curiosity to discover ways to use your agile midnset to influence and implement change to improve outcomes. You thrive in teams and enjoy getting things done together.You take ownership and build, and document solutions, focusing on what matters. You do what is right, work with integrity and speak up with confidence.You share your humanity, helping us build a diverse and inclusive work environment for everyone. What we are looking forStrong analytical skillsProven self-starter with the ability to work independently.Continuously challenges the status quo.Strong interpersonal skills and excellent communication skills both written and verbal.Proactive in implementing and owning the processes and controls.Excels in a team environment interacting with both business and finance colleagues globally.Prior experience in Affinity, Group Benefits, IIC or GIP with a financial mentality is an advantage.Prior experience with Lawson, Jets, Dart, & Trecs is an advantage.Graduate of Finance or Business course is preferred but not mandatory.Proven ability to thrive in a fast-paced, impactful, and collaborative team environment while managing multiple, constantly evolving priorities and ad-hoc requests.Comfortable with MS ExcelExperience in Mainframe, AWD, MS Access, SQL data server, and Power BI would be an advantage.What can we offer you?A competitive salary and benefits packages.A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.A focus on growing your career path with us.Flexible work policies and strong work-life balance.Professional development and leadership opportunities.Our commitment to youValues-first cultureWe lead with our Values every day and bring them to life together.Boundless opportunityWe create opportunities to learn and grow at every stage of your career.Continuous innovationWe invite you to help redefine the future of financial services.Delivering the promise of Diversity, Equity and InclusionWe foster an inclusive workplace where everyone thrives.Championing Corporate CitizenshipWe build a business that benefits all stakeholders and has a positive social and environmental impact.#LI-HybridAbout Manulife and John HancockManulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as ‘MFC’ on the Toronto, New York, and the Philippine stock exchanges, and under ‘945’ in Hong Kong.Manulife is an Equal Opportunity EmployerAt Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [email protected] & BenefitsThe annual base salary for this role is listed below.Primary LocationWaterloo, OntarioSalary range is expected to be between$49,575.00 CAD - $82,625.00 CADIf you are applying for this role outside of the primary location, please contact [email protected] for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact [email protected] for more information about U.S.-specific paid time off provisions.

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.       

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 and Skills: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.       

We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today. Working ArrangementRemoteJob DescriptionAre you looking for unlimited opportunities to develop and succeed? Do you believe in the importance of life and living benefit insurance for Canadian families, individuals, and business owners? Looking to join a team that is recognized for top tier performance, excellence, and industry-leading innovation?If you answered “yes” to the above questions, then joining Manulife’s Insurance Sales team may be the perfect fit for you!How will you create impact?Manulife is a leading provider of insurance solutions that helps people make decisions easier and lives better. Through a strong, well-diversified distribution platform which includes independent advisors, contracted agents, financial planners, brokers and distribution partners, we deliver market leading individual life insurance, living benefit and guaranteed investment products & solutions.Reporting to the Head of Distribution, Individual Insurance Sales, the External Insurance Wholesaler will be accountable for providing case consultation, sales, product and marketing support to select advisors and intermediaries in the territory in order to drive sales of individual life and living benefit insurance.What motivates you?You obsess about customers, listen, engage and act for their benefit.You think big, with curiosity to discover ways to use your agile approach and enable business outcomes.You thrive in teams and enjoy getting things done together.You take ownership and build solutions, focusing on what matters.You do what is right, work with integrity and speak up.You share your humanity, helping us build a diverse and inclusive work environment for everyone.What we are looking forPrevious industry sales experience.University Degree or equivalent industry education.Knowledge and expertise in personal and corporate taxation and financial planning.Attained or working on relevant professional designations (CLU, CFP, and CH.F.C.).Knowledge of regulatory issues impacting the sale of life insurance.Expert knowledge of Manulife individual insurance products (or ability & desire to learn).Strong knowledge of marketing concept and product applications.Strong knowledge of competitive positioning.Facilitation and presentation skills.Self-motivated and strong self-management skills.Strong influencing and negotiation skills.ResponsibilitiesProactively handle relationships with key advisors and intermediaries - including but not limited to providing product training, case consultation, joint field work, sales proposal design and point of sale assistance as required.Be a contact in providing assistance in the resolution of problem situations that may arise with the intermediaries and individuals within the region.Identify opportunities and activities to generate profitable business growth.Develop and execute regular business development plans and conduct dynamic sales meetings & seminars.Assist in developing and implementing strategies designed to provide “best of class” marketing support and new sales ideas and concepts to Advisors.Maintain agreed upon levels of face-to-face contact with the advisors in the region and record daily activities using the current contact management system.Represent and promote Manulife in the local financial community by developing strong business relationships with advisors and industry associations.Perform front line business risk management function through awareness, support and implementation of compliance and company policies with advisors, including supervision of sales related activities.What can we offer you?A competitive salary and benefits packages.A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.A focus on growing your career path with us.Flexible work policies and strong work-life balance.Professional development and leadership opportunities.Our commitment to you.Values-first cultureWe lead with our Values every day and bring them to life together.Boundless opportunityWe create opportunities to learn and grow at every stage of your career.Continuous innovationWe invite you to help redefine the future of financial services.Delivering the promise of Diversity, Equity and InclusionWe foster an inclusive workplace where everyone thrives.Championing Corporate CitizenshipWe build a business that benefits all stakeholders and has a positive social and environmental impact.About Manulife and John HancockManulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as ‘MFC’ on the Toronto, New York, and the Philippine stock exchanges, and under ‘945’ in Hong Kong.Manulife is an Equal Opportunity EmployerAt Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [email protected] & BenefitsSalary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. Please contact [email protected] for additional information.Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact [email protected] for more information about U.S.-specific paid time off provisions.

Insurance Advisors in Edmonton (Hybrid)Edmonton, AB, 14315 118 Avenue NW #118, Edmonton, Alberta, Canada Req #2843Monday, April 8, 2024We're searching for Insurance Advisors! Are you searching for new possibilities?Westland Insurance Group Ltd is growing and has a newopportunities for Insurance Advisors in Edmonton, AB and surrounding areas in a hybrid setting. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are looking for a career minded individual who is focused on growing their insurance industry knowledge and experience. Discover what's possible, with Westland.The Westland story is all about growth, and that means plenty of possibility for everyone on our team. Every day, Westland proves that building a great business means taking care of communities, clients, and each other with equal commitment. As we continue to open new doors, we're inviting amazing people like you to join us.As an Insurance Advisor, you will promote and educate clients on insurance products, take ownership of client relationships, and help us grow our presence and profile in the local community.Interested in learning more?Why you'll love Westland: An open, flexible and welcoming workplace Plenty of opportunities to grow and learn Autonomy to own your own success Be part of our inclusive culture, alongside an extraordinarily talented community of people with a wide variety of backgrounds Total rewards program that takes care of your financial, physical, and mental health Flexible paid Values Days to celebrate days important to you Paid Volunteer Days for employees as part of Amplifying Communities, a program to support causes that matter most to our employees Why we'll love You: Laser-focused, you have a track record of achieving sales targets Building authentic client relationships comes naturally to you Master time manager, you can prioritize your workload, plus you demonstrate confidentiality and discretion Insurance broker level 1 license or working towards CAIB/CIP (financial support provided!) BONUS! 6 months+ of industry experience, Once here, you'll: Deliver superior customer service that promotes client retention Uncover clients' business challenges and act as a client advocate identifying their needs and providing recommendations Assist clients with their insurance needs by utilizing basic knowledge of underwriting principles You have an inexhaustible curiosity and look for opportunities to grow your career Want to get to know each other better? Send your resume our way.You belong here We strive to be much more than a great place to work. Here, you join a collective of incredibly vibrant, purpose driven, and open-minded people. Every day, Westland proves that building a great business means taking care of communities, clients, and each other with equal commitment. You will be supported and respected for who you are and for the voice you add to the conversation.At Westland, you will feel the power of community. Westland Insurance Ltd. is an inclusive organization that values diversity in its workforce. We listen, champion equity and diversity, and create safe welcoming spaces where everyone has a voice and is free to be themselves. Westland Insurance Ltd. encourages applications from all qualified individuals and will accommodate applicants' disability-related needs, up to the point of undue hardship, throughout all stages of the recruitment and selection process.If you require a disability -related accommodation in order to participate in the recruitment process, please contact the recruitment team by email at [email protected] details Job Family Active Jobs and Positions Pay Type Salary Apply Now Edmonton, AB, 14315 118 Avenue NW #118, Edmonton, Alberta, Canada

Digital Sales AdvisorCalgary (East Village), AB, 1111 Olympic Way SE #300, Calgary, Alberta, Canada Req #2900Wednesday, April 17, 2024We're searching for a Digital Sales Advisor.Are you searching for new possibilities?Westland Insurance Group Ltd has an exciting opportunity for a Digital Sales Advisor for our Calgary Office (flexibility for hybrid working). Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are looking for a career-minded individual who is focused on growing their insurance industry knowledge and experience. Discover what's possible, with Westland.The Westland story is all about growth, and that means plenty of possibility for everyone on our team. Every day, Westland proves that building a great business means taking care of communities, clients, and each other with equal commitment. As we continue to open new doors, we're inviting amazing people like you to join us.This is a sales position and is great for someone with strong skills in forging new relationships, growing business, and working in a fast paced, collaborative environment. If that sounds like you then this might be the perfect opportunity to grow your career!Interested in learning more? Why you'll love Westland: An open, flexible and welcoming workplace Plenty of opportunities to grow and learn Autonomy to drive your own success Be part of our inclusive culture, alongside an extraordinarily talented community of people with a wide variety of backgrounds A total rewards program that takes care of your financial, physical, and mental health Flexible paid Values Days to celebrate days important to you Paid Volunteer Days for employees as part of Amplifying Communities, a program to support causes that matter most to our employees and clients Why we'll love You: Laser-focused, you have a track record of achieving sales targets Building authentic client relationships comes naturally to you Master time manager, you can prioritize your workload, plus you demonstrate confidentiality and discretion Ability to explain complex information in a simple manner Strong written and verbal communication skills, an active listener Insurance broker level 1 license and willingness to obtain level 2 ASAP is a must (Westland will support in obtaining) Experience with personal lines insurance Once here, you'll: Be a member of our inclusive culture, alongside an extraordinarily talented community of people with a wide variety of backgrounds. Deliver superior customer service that promotes client retention Uncover clients' business challenges and act as a client advocate identifying their needs and providing recommendations Assist clients with their insurance needs by utilizing basic knowledge of underwriting principles You have an inexhaustible curiosity and look for opportunities to grow your career Contact prospects through phone and email Respond on a timely basis to incoming web leads Achieve and excel monthly sales quotas Accurately record client activities in the company's database Want to get to know each other better? Send your resume our way. You belong here We strive to be much more than a great place to work. Here, you join a collective of incredibly vibrant, purpose driven, and open-minded people. Every day, Westland proves that building a great business means taking care of communities, clients, and each other with equal commitment. You will be supported and respected for who you are and for the voice you add to the conversation.At Westland, you will feel the power of community. Westland Insurance Ltd. is an inclusive organization that values diversity in its workforce. We listen, champion equity and diversity, and create safe welcoming spaces where everyone has a voice and is free to be themselves. Westland Insurance Ltd. encourages applications from all qualified individuals and will accommodate applicants' disability-related needs, up to the point of undue hardship, throughout all stages of the recruitment and selection process.If you require a disability -related accommodation in order to participate in the recruitment process, please contact the recruitment team by email at [email protected] Now Calgary (East Village), AB, 1111 Olympic Way SE #300, Calgary, Alberta, Canada

Our client in the Kitchener/Waterloo vicinity is currently looking for a Personal Lines Technical Service Representative/Underwriter. Responsibilities:Process applicationsRun daily activities while following brokerage proceduresAdhere to all carrier’s binding authorityConfirm estimates are accurateApplications are complete for upload to carrier portalsIssue 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 staffMaintain current knowledge of carrier underwriting and current industry changes Requirements:A RIBO license in good standing3+ years experience as a RIBO licensed broker or underwriterThorough understanding of industry reports for example; Autoplus, MVR’s and HITSSIG XP experience is preferred; however, willing to train the right incumbent Ability to correct billing discrepanciesEmpathy towards othersExcellent verbal and written communication skillsGood presentation skillsAbility to work in an office environment and get along with others/collaborationAdaptable to an ever-changing environment What the company provides:Motivated and inclusive cultureCompetitive salary RRSP with company matchingProfessional development opportunitiesTuition reimbursement 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.

We have an incredible opportunity in Southern Ontario (preferably the Waterloo region) for a Ribo licensed Personal Lines CSR with a license in good standing, and a minimum of 3+ years experience. Successful candidates will be expected to provide exceptional customer service to clients by following company procedures and protocols set forth in this fast-paced working environment. You will also adhere to all company polices, and remain compliant in dealing with any customers. In-office work is preferred as often as possible, and will only consider any sort of hybrid model following the completion of training. Requirements:Order reports to confirm driving records; Autoplus and MVR reportsEstimate and prepare fully completed applications for home/auto insuranceCompleting/sending submissions to various insurance companiesFollow up with various insurance companies on new submissionsComplete policy changes on various insurance company portals, while engaging with the clients on the phone / in officeCommunicate with insurance companies regarding underwriting requirementsReview policy renewals for accuracy, proper rating/coverage and complete renewal letters with recommendations when necessaryComplete market searches if required for re-marketing Follow up with clients regarding registered letter cancellations and returned paymentsUp-sell and cross sell when appropriate Requirements:A RIBO license in good standingProficiency with SigXP and CompuQuote/Applied Rating, MS OfficeAbility to use software, portals, and navigate onlineA strong and effective communicatorA team member with the ability to work through situations with clients and co-workersAble to prioritize and manage workloadAbility to adapt and remain flexible to various situations While we appreciate all those who apply, we will only be contact those individuals that qualify for this role.Please submit your resume in confidence today for consideration.