Company Overview:
- Billyard Insurance Group - Vaughan is a leader in the insurance industry, dedicated to building a culture that reflects our core values.
- At BIG, we Think BIG by exceeding expectations and creating lasting value for our clients, industry, and communities.
- We Act with Integrity by upholding honesty, transparency, and respect in everything we do.
- Our clients are at the center of our decisions as we embrace a Client First, Always mindset.
- We believe in the power of teamwork to Achieve More Together, combining strengths to deliver meaningful solutions.
- Finally, we Innovate with Purpose by leading the digital insurance revolution, consistently driving quality, enhancing client service, and empowering brokers.
- With over 80 locations across Canada and recognition as one of Canada’s Top Growing Companies, BIG is shaping the future of insurance.
Sales Broker Responsibilities:
- Grow your business: Proactively generate new leads through outreach, referrals, networking, and community engagement.
- Understand client needs: Conduct in-depth assessments for individuals and businesses, recommending tailored insurance solutions that fit their risks, goals, and budget.
- Deliver competitive quotes: Use comparative rating tools and insurer portals to present smart, accurate options for both personal and commercial lines.
- Negotiate with confidence: Work with underwriters and insurers to secure the best balance of coverage and pricing for your clients.
- Close with precision: Finalize new business and ensure all documentation and client details are accurately captured in the Broker Management System (BMS).
- Be the trusted advisor: Guide clients throughout their policy term, respond to changes in coverage needs, and ensure renewals are seamless.
- Leverage your support team: Collaborate with our dedicated Corporate Account Management and service teams to deliver a best-in-class client experience.
- Maximize every opportunity: Identify cross-sell and upsell opportunities to strengthen client relationships and improve retention.
- Stay sharp and compliant: Maintain a strong understanding of insurer products, underwriting guidelines, compliance protocols, and RIBO standards.
- Operate ethically and efficiently: Submit complete, accurate applications to reduce turnaround time and minimize E&O exposure.
- Keep learning: Participate in ongoing training and CE programs to build your expertise across both personal and commercial lines.
- Contribute to team success: Share best practices, collaborate with colleagues, and embody BIG’s core values every day.
Required Skills and Attributes:
- Always put the client first - creating personalized, ethical, and value-driven solutions that make a real difference.
- Communicate complex insurance concepts clearly and with empathy, helping clients feel confident in their decisions.
- Bring confidence, persistence, and a results-oriented mindset to achieving sales targets and growing your book.
- Build lasting relationships based on trust, transparency, and doing the right thing, even under pressure.
- Know your insurance products inside and out and can articulate the value to diverse clients.
- Use Broker Management Systems comfortably for quoting, policy administration, and client file management.
- Deliver accurate, competitive quotes using comparative rating tools and strong market insight.
- Keep records organized and data accurate to support compliance, reporting, and client satisfaction.
- Understand and apply compliance and licensing standards to uphold regulatory and E&O requirements.
- Manage your sales pipeline efficiently including prioritizing tasks, tracking performance metrics, and staying focused on growth.
- Solve client and carrier challenges quickly and creatively to keep service seamless.
- Connect easily with clients through phone, video, and digital platforms.
- Adapt quickly to changing client needs and insurance market conditions.
- Enjoy collaborating and sharing success in a team-driven, supportive sales environment.
- Thrive working independently, maintaining high standards without daily oversight.
- Represent the brokerage with confidence, professionalism, and genuine care in every interaction.
Qualifications:
- High school diploma or equivalent.
- Minimum 2 years of experience in insurance sales or a high-performing sales environment.
- Must hold an active RIBO license (Registered Insurance Brokers of Ontario) in good standing or have an OTL that you are willing to convert.
- Bachelor’s degree in business, finance, or related field is an asset.
- Demonstrated success in a commission-based or self-directed sales role is an asset.
