Personal Lines Insurance Broker Job at Aplin (Calgary)

New

Personal Lines Insurance Team Lead

Join a community focused insurance team as a Personal Lines Team Lead and help u...

Location

Canada , Edmonton

Salary:

65000.00 - 70000.00 USD / Year

Aplin

Expiration Date

Until further notice

Requirements

Alberta Insurance License Level 2 with at least 5 years’ experience in an insurance brokerage environment
Proven leadership skills with a track record of managing and developing teams
Experience with Applied Systems
Strong organizational, analytical, and interpersonal abilities

Job Responsibility

Lead and motivate a team of Personal Lines Brokers
Provide ongoing coaching and mentorship
Analyze and refine workflows to improve efficiency and client experience
Monitor service quality and analyze performance metrics
Support staffing decisions and conduct performance reviews
Promote a culture of respect, transparency, and community
Ensure compliance with company policies and local regulatory standards

What we offer

Comprehensive health benefits plan
RRSP matching program
Generous vacation days
Tuition reimbursement
Gym and exercise program contributions
Recognition programs
Biweekly awards
Performance incentives
Monthly catered lunches
Quarterly team outings

Fulltime

Personal Lines Insurance Advisor

The Personal Lines Insurance Advisor is central to the local region and alongsid...

Location

United Kingdom , Plymouth

Salary:

Not provided

Brown & Brown UK

Expiration Date

Until further notice

Requirements

Preferable experience of General Insurance or Financial Services
Insurance broking of handling new enquiries, renewals and mid-term adjustments
Ability to identify the best policy to meet clients’ needs
Ability to take responsibility for own performance
Strong verbal and written communication

Job Responsibility

Meet and deliver against agreed Renewal Retention or New Business Targets , contributing towards the teams overall targets & KPI’s
Ensure you carry out thorough pre renewal reviews and with your clients annually
Conduct a full market review for your client and offer the most suitable policy and product
Invite all Personal Lines polices within good time, in line with our operational guidance of 21 days prior to the renewal date
Ensure polices are renewed, on or before the renewal date
Complete all roles and tasks as required by your line manager, ensuring all operational priorities and rules, procedures and policies for risk and compliance are adhered to
Manage and prioritise your Tasks are kept up to date and not overdue
Identify and discuss with your clients cross sell opportunities
Complete any training that is deemed necessary for your role and fully prepare for your regular one-to-ones and annual year-end review, ensuring that you discuss activity around your agreed development plan and that all training is completed on time
Adherence to our Training & Competency scheme and pass audits

What we offer

25 days holiday + Bank Holidays
Pension
Death in Service
Access to both Flexible benefits and our annual share save scheme (15% discount on BRO shares (post probation)
Full support for your professional development (including fully funded qualifications)

Fulltime

Personal Lines Consultant

The Personal Lines Consultant develops and executes targeted market plans, ident...

Location

United States , Rochester

Salary:

50000.00 - 60000.00 USD / Year

Brown & Brown UK

Expiration Date

Until further notice

Requirements

New York State Brokers License
Valid NYS Driver’s license acceptable to our insurance carrier
College degree preferred, or the equivalent
At least one to two years' experience in a sales capacity

Job Responsibility

Create a market plan with direction and assistance from Agency management
Identify and locate prospects based upon the market plan
Contact prospects by personal visits, over the telephone, and by direct mail, and determine expiration dates plus the present scope of insurance coverage
Determine the prospect's needs and wants
Qualify for a prospect for both eligibility and acceptability (to include financial, health, stability, and profitability)
Using internal technical and marketing resources, prepare a proposal and quotation for client coverages
Make an effective sales presentation utilizing the numerous resources and materials available for a professional proposal
Maintain and build relationships with key company personnel
Participate in civic, social, and trade organizations which will assist in enhancing the Agency's image
Support and uphold the Mission of the Agency through exemplary conduct in daily activities

What we offer

Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
ESPP
401k
Student Loan Assistance
Tuition Reimbursement
Free Mental Health & Enhanced Advocacy Services
Paid Time Off, Holidays, Preferred Partner Discounts and more

Fulltime

Personal Lines Underwriter

Bridge Specialty Group is seeking a Personal Lines Underwriter to join our growi...

Location

United States , Clinton

Salary:

Not provided

Brown & Brown UK

Expiration Date

Until further notice

Requirements

Bachelor’s degree (preferred)
1 year of insurance experience as an assistant underwriter or processor
Manual dexterity, arm, and upper body range of motion sufficient for use of a keyboard, mouse, and telephone 7-8 hours per day
Speech and hearing sufficient for in-person and telephone communication 7-8 hours per day
Vision sufficient for the use of a computer monitor
Ability to sit at a desk 7-8 hours per day
Travel Requirements: Less than 10%

Job Responsibility

Examine such documents as application forms, inspection reports, and insurance maps to determine degree of risk from such factors as applicant financial standing, age, occupation, accident experience, and value and condition of property
Review company records to determine the amount of insurance in force on single risk or group of closely related risks and evaluate the possibility of losses due to catastrophe or excessive insurance
Underwrite or broker risks, ensuring that all required information is obtained, proper applications are completed, quotes and binders are confirmed in writing, policies are issued promptly and accurately, state filings (where applicable) are made, and taxes paid in accordance with appropriate state laws
Review, analyze and underwrite risks submitted by Producers, rate submissions for premium and terms, analyze exposures for new and renewal business, issue written indications, quotes and binders
use inspection companies to obtain further information, quote rates, or explain company underwriting policies
Ensure that coding on specific required forms is completed and utilized
Service and perpetuate existing business and have a keen awareness of priorities
Provide guidance and training to the processors and assistants, to enable them to reduce the underwriter’s clerical workload, and to develop basic underwriting and brokering skills and techniques
Foster and improve relationships with other departments, producers, companies, and competitors

What we offer

Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
ESPP
401k
Student Loan Assistance
Tuition Reimbursement
Free Mental Health & Enhanced Advocacy Services
Paid Time Off, Holidays, Preferred Partner Discounts

Fulltime

Personal Lines Account Handler

Due to growth, this respected insurance broker has an opportunity for a Personal...

Location

United Kingdom , Edinburgh

Salary:

28000.00 - 32000.00 GBP / Year

Lawes Consulting Group

Expiration Date

Until further notice

Requirements

Experience gained handling private client insurance accounts
Highly motivated and efficient
Excellent customer service
Ability to handle a variety of communication channels (telephone, email, post)
Strong organisational skills for managing and updating client records
Sales-oriented mindset for upselling and cross-selling products
Willingness to pursue professional qualifications (Cert CII)

Job Responsibility

Act as a Personal Insurance Broker on specific nominated accounts
Manage a range of customer enquiries via telephone, email and post
Develop the account through existing client contacts and contribute to maximising growth through converting new business enquiries, cross sale and up sale of relevant ancillary products
Provide assistance to the claims department with any relevant claims
Updating client records with accurate information received from insurers
Transfer of copy and documents into the client electronic file
Maintain good credit control within your client portfolio
Ensure advice given meets clients' requirements and recommendations and reasons documented

Fulltime

Personal Lines Account Handler

Lawes is currently recruiting for an experienced Personal Lines Account handler ...

Location

United Kingdom , Lancashire

Salary:

32000.00 GBP / Year

Lawes Consulting Group

Expiration Date

Until further notice

Requirements

Proven experience within a similar role
Experience working in a broker environment
Excellent communication and client-facing skills
Strong attention to detail and organisational ability
Knowledge of the Acturis system

Job Responsibility

Maintain an existing portfolio of clients and establish a strong professional relationship
Handle renewals, mid-term-adjustments and new quotes
Dealing with customers through email and telephone
Offering a high standard of customer service at all times

Fulltime

Account Executive - Commercial/Sme Insurance

This company is one of the fastest-growing insurance broking firms based in Sydn...

Location

Australia , Sydney

Salary:

Not provided

Randstad

Expiration Date

June 19, 2026

Requirements

2-5 years experience working within an insurance broking environment
A high energy and proactive attitude with a strong business development acumen
Knowledge of Insight (Steadfast system) is highly regarded
Excellent communication skills and strong ability to build rapport with customers
Tier 1 Insurance Broking Compliance

Job Responsibility

Convert warm inbound marketing leads and generate organic referrals to write new business and grow company revenue
Manage the end-to-end service delivery, quoting, and renewal process for a dedicated portfolio of commercial, SME, and personal lines clients
Leverage strong relationships with local underwriters to negotiate premium pricing, policy wordings, and coverage extensions that benefit the client
Prepare detailed risk submissions and utilise broker platforms to obtain market-competitive terms

What we offer

Attractive salary package and commission
Highly collaborative, supportive and energetic team culture
Great career development opportunities
Fun social events

Fulltime

!

Claims Reinsurance Technician

Reinsurance Technician responsible for administration and processing of proporti...

Location

United Kingdom , London

Salary:

Not provided

Social Value Portal Ltd

Expiration Date

Until further notice

Requirements

Analytical skills: Accurate analysis of financial statements, problem-solving, decision-making
Work management skills: Ability to manage workload and time, to prioritise tasks and to meet deadlines
Interpersonal skills: Client and broker management skills, Polite and Effective communication, Flexibility, Active listening
Knowledge and experience of processing and reconciling proportional treaty accounts
OR Bright ‘A’ Level student or graduate with some (re)insurance and/or accounting knowledge (full training on proportional treaty accounts will be provided)
Excellent working knowledge of MS Office products to include Outlook, Word and Excel
Insurance or accounting professional qualification advantageous

Job Responsibility

Review and agree broker submitted proportional treaty accounts including paid claims, outstanding reserves, premiums, adjustment accounts and profit commissions, within designated authority
Validate financials against supporting documentation and applicable treaty terms and conditions
Identify and resolve issues on submitted accounts with underwriters, claims team and brokers as required
Refer submitted accounts requiring financial escalation within Claims team
Record financial transactions accurately on internal Claims and Underwriting systems and upload supporting documentation
Provide information on the performance of specific accounts or portfolio of accounts to claims and underwriting teams
Liaise with claims and finance teams to facilitate agreement of Proportional Treaty accounts, and to process financial transactions
Operate within approved claims authorities at all times
Maintain a thorough knowledge of industry regulations and minimum standards
Ensure compliance with the regulations and Beazley’s claims control standards and protocols

Fulltime

Select Country

Personal Lines Insurance Broker

Job Responsibility

Requirements

What we offer

Looking for more opportunities?