Client Success Insurance Broker ID: 68229

Deadline Date: 2022/02/14

Location:  Thunder Bay

Our ideal candidate will come to us with the skills and professional experience to complement the duties of the position. While a tenured insurance broker could fit this role, we are prioritizing skill and attitude and are looking for candidates with exceptional client management, organization, and analytical abilities. We recognize a blend of these skills is unique and will provide relevant industry training for the successful candidate as needed.

Posting Date:
 Thunder Bay
 521 Memorial Avenue
Start Date:
 To be negotiated on experience
Number of positions:
Days of work:
 Monday, Tuesday, Wednesday, Thursday, Friday
 Business, Finance and Administration, Sales and Service

Your primary responsibilities

  • Support existing and prospective clients in determining their insurance needs.
  • Present options for the required automobile, property, marine, etc. policies to ensure clients can make informed decisions.
  • Identify ongoing coverage needs or opportunities for existing clients regarding their policies, including thorough renewal reviews.
  • Assist clients with policy-related changes and inquiries.
  • Navigate the claims process with clients when a loss is incurred.
  • Research and resolve client problems, acting as the client liaison between insurers when necessary.
  • Keep apprised of industry trends, changes, and opportunities as they relate to our clients.

What your background would look like

  • 2-4 years of professional experience from a business, sales, finance, planning, marketing, or other fields where your success is demonstrable.
  • Post-secondary education that is complementary to a related industry is desired.
  • RIBO or CAIB designation is valued but not compulsory.
  • Experience with client management software and sales training is valued.
  • Proficiency in Office 365 and basic technical competency are expected.

Your core competencies

  • Integrity & Attitude: your word is impeccable, and you consciously conduct yourself in line with our company values and vision.
  • Analytical & Detail-oriented you can tackle problems methodically and comb through the fine print with ease.
  • Client Management: a natural relationship builder, you understand how to prioritize tasks to serve your clients'' best interest.
  • Communication: you organize, disseminate, and deliver complex information to our existing and prospective clients in a manner that supports them, both spoken and written.
  • Resilient: you are flexible and adaptable to change and value diverse and creative approaches to make improvements.

Why Join Jones Insurance?

People Focused - We pride ourselves on going above and beyond to take care of our customers and one another. We offer benefits, paid vacation, and a work environment that promotes wellness for our staff.

Family-Oriented -  We are flexible with work hours (we have kids, we totally get it). Take your birthday off with pay to spend with your family and friends.

Community Driven - We include 2 paid days off for our staff to volunteer in our community any way they see fit. We also support local boards and charities -we want to make Thunder Bay an amazing place to live, work and play!

Continuously Improving & Growing - We nurture those who want to develop and provide security and autonomy to those who want to thrive in their role and make it their own.

Flexible Work From Home Options - We have the option for a hybrid model of office that allows for staff to work from home 2 days a week.

Closing Date/Apply by:
How To Apply:
  • Please send a cover letter and resume to
  • Attention Megan Elsey, Operations Officer
  • Reference job competition no. 01-2022


Employer Contact Information

Contact Name:
 Megan Elsey
Position Title:
 Operations Officer
Company Name:
 Jones & Associates Insurance
 521 Memorial Avenue
 Thunder Bay
Postal Code:
Web Address: