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Sales Representative – Home, Auto, Lifestyle
GROUP OF COMPANIES. Handle inbound calls from customers seeking quotes or looking to expand coverage .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in personal lines insurance, particularly in Home, Auto, and Marine products, while effectively building customer relationships and providing tailored insurance solutions. Proficient in managing customer inquiries and documentation with a strong focus on communication and organizational skills.
Highest-signal resume keywords
Valid RIBO License1+ Year Experience in Personal Lines Insurance1+ Year Experience in Marine InsuranceFluency in French and EnglishStrong Communication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Personal Lines InsuranceMarine InsuranceCustomer Documentation ManagementInsurance QuotingProblem-Solving Abilities
Soft Skills
Strong Communication SkillsOrganizational SkillsTime-Management SkillsProactive MindsetRelationship Building
Tools & Technologies
Microsoft OfficeEPIC
Certifications & Qualifications
RIBO License
Industry Keywords
Home InsuranceAuto InsuranceLifestyle InsuranceCustomer LoyaltyUnderwriting Guidelines
About the role
Key responsibilities & impact- Handle inbound calls from customers seeking quotes or looking to expand coverage
- Uncover customer needs and recommend tailored insurance solutions
- Provide accurate, competitive quotes
- Introduce new products and services and explain coverage options
- Build customer loyalty and drive additional business
- Ask for referrals and identify opportunities to deepen customer relationships
- Sell Home, Auto & Lifestyle products with a specialty in Marine
- Establish contact and develop relationships with prospects
- Respond promptly to telephone inquiries and written requests
- Follow up on ex-dates, re-quote prospects, contact leads, and ask for referrals
- Create a trusting environment that supports new sales and retention
- Participate individually and within the team to improve the business
- Own and resolve customer inquiries while minimizing customer effort
- Process account changes and maintain complete customer documentation
- Prepare correspondence and document files for follow-up in EPIC
- Resolve complex insurance-related cases using available resources
- Stay updated on underwriting guidelines and changing markets
- Perform other duties within competence as assigned
Requirements
What you’ll need- Valid RIBO License (required)
- 1+ year experience in personal lines (home & auto insurance)
- 1+ year experience specializing in marine insurance
- Fluency in French and English is an asset
- Strong communication skills with the ability to build trust and rapport
- Excellent organizational and time-management skills in a fast-paced environment
- Solid working knowledge of Microsoft Office (Word, Excel, Outlook)
- Proactive mindset with strong problem-solving abilities
- Willingness to handle Home, Auto & Lifestyle insurance, with a specialty in Marine
- Willingness to work with company underwriting guidelines and changing markets
Benefits
Comp & perks- Rewarding bonuses
- Supportive, collaborative team
- Opportunities to develop expertise in a growing industry
- Opportunities to grow your career and expand your skills
- Defined benefit pension plan
- 100% coverage of approved continuing education and licensing fees
- LinkedIn Learning and other professional development resources
- Flexible work-from-home and hybrid options
- Opportunities for advancement
- Comprehensive mental wellness support
- Best-in-class benefits and total reward programs