Insurance Broker Renewals (MB)

At CAA Club Group, we are passionate about keeping our Members safe - whether they are on the road, at home, or travelling abroad. As a trusted Member-based organization, we provide products and services that are essential to Members’ safety and peace of mind. With over 2.6 million Members across Ontario and Manitoba, we advocate on issues such road safety and infrastructure, the environment, seniors’ mobility, and consumer protection. Associates share in each other’s successes, drive change and support each other while cultivating a great working environment to deliver on what is best for our Members. CAA Club Group is a member of the CAA Club Group of Companies.

Please note, that Internal applicants are asked to formally express their interest by applying online no later than 10 business days of the position being posted.

Please note, salary range is not inclusive of total compensation. The expected salary range for this position will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level. Candidates with salary expectations outside of the range are encouraged to apply.

Who We Are

Are you ready to join an award-winning, purpose-driven culture? Welcome to the CAA Club Group of Companies (CCG), where purpose leads to passion!

At CCG, we are committed to delivering an exceptional Associate experience. We offer:

• Work-life harmony with access to an award-winning holistic wellness program,
• Continuous learning through our robust corporate curriculum and education reimbursement program,
• Incredible rewards, travel incentives, and product and service discounts,
• Pay-for-performance and best-in-class recognition programs, and
• Competitive benefits that include a defined contribution plan, personal spending account, and so much more.

Join our growing team where everyone belongs!

Position Details

What You Will Do

• Provides insurance services and professional insurance advice to existing customers and prospects through multiple forms of communication within broker authority level.
• Offers insurance advice, processes policy changes and enters changes directly into the insurance computer systems and documents in the Customer Relationship Management System.
• Accountable for renewal reviews and retention for CAA Manitoba Insurance.
• Logs into the customer assistance telephone queue and provides assistance regarding quotes, changes, amendments and inquiries for new business and existing clients.
• Educates the client by explaining the difference in coverage along with special limitations provided by each Insurance provider and packages.
• Assists in improving customer retention and service levels through first call resolution and direct customer contact.
• Adheres to all legal insurance requirements, Insurance Act and Insurance Code of Ethics.
• Demonstrates daily, the Core Values & Behaviours / Service Principles of CAA Manitoba and promotes all CAA products and partnerships.
• Accepts payments according to procedures, and processes endorsements as required.
• Ensures open communication with all underwriting companies and forwards all pertinent documents.
• Closes and balances cash drawer as required.
• Meets the expectations of a Broker Audit.
• Performs other job related duties as assigned.

Who You Are

• Post-secondary education in insurance or business related field preferred.
• General Insurance License Level 2 or working towards.
• Strong analytical, customer service and sales skills.
• Working knowledge of Microsoft Office applications
• Minimum of 3 – 5 years of related or similar work experience within the insurance industry.
• Must have open availability Monday through Saturdays

Please note that we may use AI tools to help us through the recruitment process.

Our Commitment

We are an equal opportunity employer and are committed to providing employment accommodation in accordance with all applicable Provincial Human Rights and Accessibility Legislation. CCG will provide accommodations to job applicants with disabilities throughout the recruitment process. If you require an accommodation, please notify us and we will work with you to meet your needs.