Client Success Insurance Broker

Posted on January 14th, 2022 - View all jobs

Jones Insurance is hiring a Client Success Insurance Broker. Hyper-focused on our clients' needs and making a difference in our area, we are looking for a Client Success Insurance Broker to join our dynamic, growing team. Our ideal candidate will come to us with professional experience to complement the duties of the position. While a tenured insurance broker could fit this role, we are prioritizing candidates that demonstrate exceptional client management, organization, and analytical abilities.

We recognize a blend of these skills is unique and are prepared to provide relevant industry training for the successful candidate.

Your primary responsibilities

  • Support existing and prospective clients in determining their insurance needs.
  • Present options for the necessary 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.

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.

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.

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.

Insurance Quote

Finding the right coverage is easy! Let one of our experienced brokers find the coverage options to fit your unique insurance needs.

Emergency Claims

If our office is closed and you need to make an emergency claim, we ask that you try to reach one of us at our emergency claims number.

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Our Location

521 Memorial Ave

Thunder Bay, ON P7B 3Y6



[email protected]

Hours of Operation

Monday - Friday: 9am – 5pm

Weekends: Closed


Need to make a claim? For after hours claims, visit our emergency claims page