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Personal Lines Sales Broker – Leads Provided
Ratehub.ca. Manage leads and provide quotes to prospective clients in a timely manner .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in personal lines insurance sales, with a strong focus on achieving sales targets and providing tailored coverage recommendations. Proven ability to build customer relationships and drive value through effective cross-selling and upselling strategies.
Highest-signal resume keywords
Alberta Level 2 General LicensePersonal Lines Insurance Sales ExperienceSales Target AchievementCross-Selling and UpsellingTime Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales QuotingLead ManagementCustomer Needs AssessmentUnderwriting Criteria AdherenceSales Closing Techniques
Soft Skills
IndependentAmbitiousCompetitivePositive AttitudeMultitasking
Certifications & Qualifications
Alberta Level 2 General LicenseB.C. Level 1/2 General License
Industry Keywords
Personal Lines InsuranceSales TargetsCustomer ValueFast-Paced EnvironmentNetworking
About the role
Key responsibilities & impact- Manage leads and provide quotes to prospective clients in a timely manner
- Generate new business through existing networks and given leads
- Build trust and effectively understand customers’ needs and requirements
- Close sales and meet sales targets
- Identify opportunities to drive customer value with cross-selling and upselling
- Recommend and explain coverages based on individual customer needs
- Adhere to underwriting criteria set out by broker partners
- Report to the Personal Lines Sales Broker, Team Lead
Requirements
What you’ll need- Alberta Level 2 General License required
- B.C. Level 1/2 General License an asset
- Minimum 1 year of personal lines insurance sales experience with a proven track record of achieving high sales numbers
- Independent, ambitious and competitive
- Thrives in a fast-paced environment
- Positive attitude
- Looking to grow with a rapidly expanding company
- Strong ability to multitask, prioritize, and manage time effectively
- Legally entitled to work in Canada
Benefits
Comp & perks- Fully remote work
- Accommodations available upon request for candidates taking part in all aspects of the selection process