Role Description
As a Sales Broker, you’ll be the trusted advisor clients rely on to protect what matters most while driving your own business growth in a supportive, high-performance environment. You’ll combine your sales expertise, industry knowledge, and relationship-building skills to deliver exceptional client experiences every day.
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Grow your business:
Proactively generate new leads through digital outreach, referrals, networking, and community engagement.
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Understand client needs:
Conduct in-depth assessments for individuals and businesses, recommending tailored insurance solutions that fit their risks, goals, and budget.
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Deliver competitive quotes:
Use comparative rating tools and insurer portals to present smart, accurate options for both personal and commercial lines.
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Negotiate with confidence:
Work with underwriters and insurers to secure the best balance of coverage and pricing for your clients.
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Close with precision:
Finalize new business and ensure all documentation and client details are accurately captured in the Broker Management System (BMS).
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Be the trusted advisor:
Guide clients throughout their policy term, respond to changes in coverage needs, and ensure renewals are seamless.
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Leverage your support team:
Collaborate with our dedicated Corporate Account Management and service teams to deliver a best-in-class client experience.
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Maximize every opportunity:
Identify cross-sell and upsell opportunities to strengthen client relationships and improve retention.
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Stay sharp and compliant:
Maintain a strong understanding of insurer products, underwriting guidelines, compliance protocols, and RIBO standards.
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Operate ethically and efficiently:
Submit complete, accurate applications to reduce turnaround time and minimize E&O exposure.
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Keep learning:
Participate in ongoing training and CE programs to build your expertise across both personal and commercial lines.
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Contribute to team success:
Share best practices, collaborate with colleagues, and embody BIG’s core values every day.
Qualifications
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High school diploma or equivalent
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Minimum 2 years of experience in insurance sales or a high-performing sales environment
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Must hold an active RIBO license (Registered Insurance Brokers of Ontario) in good standing
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Preferred: Bachelor’s degree in business, finance, or related field an asset
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Preferred: CAIB or CIP designation an asset
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Preferred: Demonstrated success in a commission-based or self-directed sales role an asset
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Preferred: Experience using Broker Management Systems an asset
Requirements
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Always put the client first - creating personalized, ethical, and value-driven solutions that make a real difference.
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Communicate complex insurance concepts clearly and with empathy, helping clients feel confident in their decisions.
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Bring confidence, persistence, and a results-oriented mindset to achieving sales targets and growing your book.
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Build lasting relationships based on trust, transparency, and doing the right thing, even under pressure.
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Know your insurance products inside and out and can articulate the value to diverse clients.
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Use Broker Management Systems comfortably for quoting, policy administration, and client file management.
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Deliver accurate, competitive quotes using comparative rating tools and strong market insight.
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Keep records organized and data accurate to support compliance, reporting, and client satisfaction.
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Understand and apply compliance and licensing standards to uphold regulatory and E&O requirements.
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Manage your sales pipeline efficiently including prioritizing tasks, tracking performance metrics, and staying focused on growth.
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Solve client and carrier challenges quickly and creatively to keep service seamless.
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Connect easily with clients through phone, video, and digital platforms.
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Adapt quickly to changing client needs and insurance market conditions.
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Enjoy collaborating and sharing success in a team-driven, supportive sales environment.
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Thrive working independently, maintaining high standards without daily oversight.
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Represent the brokerage with confidence, professionalism, and genuine care in every interaction.
Benefits
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Lucrative Compensation: Enjoy competitive new business commissions, renewal commissions, and ownership in your book of business.
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Leading-Edge Technology: Our proprietary software combines AI-driven underwriting, analytics, and lead management.
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Recognized Industry Leader: Proud winner of the IBC Digital Innovation Award and Broker of the Year.
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Unmatched Sales & Service Support: From digital leads and sales workflows to a dedicated service team managing your book.
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Broad Market Access: Leverage our strong carrier relationships to offer more choice, value, and confidence to your clients.
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Continuous Learning: Through BIG U and access to dedicated internal underwriters.
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Strong, Inspiring Leadership: Backed by an award-winning CEO and an active, industry-experienced board.
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People-First Culture: We put our people at the center of everything we do.
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Flexibility That Fits You: Work remotely from anywhere in Ontario or join us in our modern Welland office.