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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 ability to manage leads, close sales, and meet targets. Possesses a solid understanding of customer needs and underwriting criteria, while thriving in a competitive and fast-paced environment.
Highest-signal resume keywords
Alberta Level 2 General LicensePersonal Lines Insurance Sales ExperienceSales Target AchievementCustomer Needs AssessmentCross Selling/Up Selling
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Lead ManagementSales ClosingQuote GenerationUnderwriting Criteria AdherenceCustomer Value Identification
Soft Skills
Strong Multitasking AbilityTime ManagementPositive AttitudeAmbitiousCompetitive
Certifications & Qualifications
Alberta Level 2 General LicenseB.C. Level 1/2 General License
Industry Keywords
Personal Lines InsuranceSales TargetsCustomer Trust BuildingFast-Paced EnvironmentNetwork Generation
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
- Quickly build trust and effectively understand customers’ needs and requirements
- Close sales and meet sales targets
- Identify opportunities to drive customer value with cross selling/up selling
- Recommend and explain coverages based on individual customer needs
- Adhere to underwriting criteria set out by broker partners
- Report to the Personal Line 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- Ratehub welcomes and encourages applications from people with disabilities
- Accommodations are available upon request for candidates taking part in all aspects of the selection process