Insurance Broker Job

Responsibilities
- Calculate premiums and establish customized insurance coverage for clients.
- Provide professional advice and customer service regarding group and individual insurance packages.
- Explain policy terms, risk coverage, and benefits in clear and accessible language.
- Analyze clients’ financial records to develop tailored financial plans.
- Offer recommendations on cash flow management, investment planning, retirement, and estate planning.
- Identify clients’ financial goals and align them with suitable products and services.
- Administer estate, charitable, corporate, and personal trusts, including managing trust account investments and disbursements.

Requirements
- College diploma (1–2 years) in business, finance, or a related field, or equivalent experience.
- 2 years to less than 3 years of relevant experience in insurance or financial planning.
- Valid Registered Insurance Brokers of Ontario (RIBO) licence.
- Client-focused approach with strong judgement and attention to detail.
- Excellent organizational skills and reliability under pressure.
- Capable of managing a large caseload in a fast-paced, professional environment.
- Team player with a commitment to due diligence and ethical standards.

Work Conditions
- On-site work within an insurance office environment.
- Tight deadlines and high-volume client interactions.

Compensation and Benefits
- Commission-based financial compensation.
- Comprehensive group insurance benefits.

At St. Andrews Insurance, we pride ourselves on providing expert insurance and financial services designed to protect what matters most to our clients. With a focus on personalized solutions, integrity, and long-term relationships, our team helps individuals, families, and businesses make informed financial decisions with confidence. As a trusted brokerage serving Ontario communities, we offer a comprehensive range of personal, commercial, and group insurance options supported by highly qualified advisors.