At St. Andrews Insurance, we pride ourselves on providing expert insurance and financial services designed to protect what matters most to our clients. With a focus on personalized solutions, integrity, and long-term relationships, our team helps individuals, families, and businesses make informed financial decisions with confidence. As a trusted brokerage serving Ontario communities, we offer a comprehensive range of personal, commercial, and group insurance options supported by highly qualified advisors.
Responsibilities
Calculate premiums and establish customized insurance coverage for clients.
Provide professional advice and customer service regarding group and individual insurance packages.
Explain policy terms, risk coverage, and benefits in clear and accessible language.
Analyze clients’ financial records to develop tailored financial plans.
Offer recommendations on cash flow management, investment planning, retirement, and estate planning.
Identify clients’ financial goals and align them with suitable products and services.
Administer estate, charitable, corporate, and personal trusts, including managing trust account investments and disbursements.
Requirements
College diploma (1–2 years) in business, finance, or a related field, or equivalent experience.
2 years to less than 3 years of relevant experience in insurance or financial planning.
Valid Registered Insurance Brokers of Ontario (RIBO) licence.
Client-focused approach with strong judgement and attention to detail.
Excellent organizational skills and reliability under pressure.
Capable of managing a large caseload in a fast-paced, professional environment.
Team player with a commitment to due diligence and ethical standards.
Work Conditions
On-site work within an insurance office environment.
Tight deadlines and high-volume client interactions.
Compensation and Benefits
Commission-based financial compensation.
Comprehensive group insurance benefits.