Personal Lines Insurance Advisor

Type: In-Office | Full-Time

About Our Client

Our client is one of Canada's most respected independently owned insurance brokerages, recognized for delivering personalized insurance solutions and exceptional customer experiences. With a longstanding reputation for integrity, community involvement, and professional excellence, they have built a collaborative culture where employees are empowered to develop their careers while making a meaningful impact on clients' lives.

Driven by a commitment to innovation and service, the organization continues to invest in its people, technology, and local communities. Team members are supported through ongoing professional development, career advancement opportunities, and a workplace that values collaboration, accountability, and continuous improvement.

This is an exciting opportunity to join a stable and growing organization where your expertise will directly contribute to helping individuals and families protect what matters most while building long-term client relationships.

Key Responsibilities

As the Personal Lines Insurance Advisor, you will provide exceptional insurance advice and service to clients while managing a diverse personal insurance portfolio. Your responsibilities will include:

Client Service & Relationship Management

• Provide outstanding service to new and existing clients by identifying their insurance needs and recommending appropriate coverage solutions.
• Build trusted, long-term client relationships through responsive communication and proactive service.

Policy Management

• Prepare quotations, process new business, renewals, endorsements, cancellations, and policy changes with accuracy and efficiency.
• Review client coverage regularly to identify opportunities for enhanced protection and additional insurance products.

Sales & Business Development

• Convert inbound inquiries into new business while identifying opportunities for cross-selling and upselling across personal insurance products.
• Contribute to branch growth by delivering a consultative sales experience focused on client needs and retention.

Collaboration & Administration

• Work closely with insurance carriers, underwriters, and internal team members to deliver timely and effective client solutions.
• Maintain accurate client records while ensuring compliance with company procedures and industry regulations.

Qualifications

To succeed in this role, candidates should demonstrate the following:

Education & Experience

• Level 1 General Insurance Licence (or equivalent provincial licensing) in good standing.
• Previous experience in a Personal Lines Insurance Advisor, Account Manager, or similar insurance role.
• Experience working within an insurance brokerage environment is strongly preferred.

Technical Skills

• Working knowledge of personal insurance products including automobile, homeowner, tenant, condominium, and recreational vehicle insurance.
• Experience using broker management systems and insurance company portals.
• Proficiency with Microsoft Office Suite and strong computer skills.

Key Competencies

• Excellent interpersonal and communication skills with a genuine passion for customer service.
• Strong organizational and time management skills with the ability to prioritize competing demands.
• Detail-oriented with excellent problem-solving and critical thinking abilities.
• Self-motivated with a collaborative approach to working within a team environment.
• Ability to build rapport quickly and confidently recommend insurance solutions that meet client needs.

Apply Today

Please submit your resume directly to Alana Tarchuk via email at [email protected] referencing Job ID: 86542

About Us

Executrade is one of Western Canada’s most comprehensive full-service recruitment firms, with over 50 years of expertise in connecting talented professionals with leading organizations.

We are proud to apply principles of diversity, equity, and inclusion in all our recruitment practices, ensuring equal opportunities for all candidates. Our commitment to these values enables us to match organizations with a diverse range of top talent, fostering workplace cultures that thrive on innovation, collaboration, and respect.

In accordance with Canadian immigration laws, priority will be given to Canadian citizens and permanent residents. Learn more: www.cic.gc.ca.