Insurance Broker

DG Smith Insurance Brokers - Uxbridge, ON (30+ days ago)

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Leverage your professional skills in producing and servicing personal lines. Join our vision to bring a modern creative approach to the brokerage while providing excellent customer service to our local community and beyond. Work in a casual, flexible, environment with a competitive compensation program. Become the newest member of our energetic and growing team!

Insurance Broker Job Description

  • Retrieve messages from personal voicemail and respond in a timely fashion
  • Answer all incoming calls from clients, companies, etc.
  • New business sales for auto, home, watercraft, snowmobile, ATV’s, home based business, travel, motorcycles, tenant’s and condo, and commercial insurance.
  • Service clients renewals, endorsements, cancellations, etc.
  • Enter TSR memos to provide to account administrator re: changes to clients policy and follow-up to ensure completed
  • Setup prospective clients in TAM and follow-up based on renewal dates added to our system
  • Review all incoming emails and respond in a timely fashion
  • Enter all applications on TAM and either fax/email/mail to clients
  • Collect money from clients and provide with receipts
  • Process all courier for applicable clients
  • Other duties as deemed necessary

Insurance Broker Qualifications

As well as a desire to learn and succeed in a collaborative environment, to be considered for this position you must meet the following requirements.

  • Post-secondary education in business, insurance or related field is considered an asset.
  • Minimum five (5) years of experience in a similar position. Experience in commercial insurance is considered an asset.
  • Must have excellent knowledge, application and experience working with insurance broker management systems.
  • Demonstrated customer service, organizational, communication, team work and problem-solving skills.
  • Desire and ability to work in a fast-paced environment while always providing friendly excellent customer service.
  • Proficient in all Microsoft Office Applications.

For more information about DG Smith Insurance Brokers please visit our website at

Job Type: Full-time


  • Insurance: 5 years (Required)


  • RIBO (Required)