Personal Lines Advisor

Personal Insurance Advisor

 

Opportunity:
Personal Lines Advisor
Type: In-Office | Full-Time

About Our Client

Our client is a well-established and highly respected insurance brokerage with a strong presence across Manitoba, recognized for delivering trusted, client-focused insurance solutions. With decades of industry experience, they have built a reputation for combining deep local expertise with a forward-thinking approach to service, technology, and growth.

Rooted in values of integrity, accountability, and community, the organization is committed to creating meaningful relationships; both with clients and within their teams. They continue to expand their footprint while maintaining a people-first culture that emphasizes collaboration, professional development, and long-term success.

This is an exciting opportunity to join a high-performing, supportive environment where your contributions directly impact client satisfaction and business growth. You’ll play a key role in delivering tailored insurance solutions while building lasting client relationships within a brokerage that values both performance and people.

Key Responsibilities

As the Personal Lines Advisor, you will report to the Regional Manager and provide professional, client-focused insurance guidance while managing and growing a Personal Lines book of business.

Client Relationship Management & Advisory
• Build strong relationships with new and existing clients by providing personalized insurance advice tailored to their needs.
• Conduct thorough coverage reviews and recommend appropriate solutions to ensure clients are adequately protected.

Sales & Business Development
• Achieve individual sales and growth targets by identifying new opportunities and actively prospecting leads.
• Promote and cross-sell additional products and services by developing a strong understanding of the organization’s full offering.

Book Management & Retention
• Manage and grow an assigned Personal Lines book of business, ensuring high retention through proactive service and communication.
• Review policies, process renewals, and address cancellations while maintaining accuracy and compliance.

Policy Placement & Administration
• Place coverage with appropriate markets and manage all related documentation and day-to-day processing.
• Support Autopac transactions and ensure timely, efficient handling of client requests and policy changes.

Team Collaboration & Service Excellence
• Collaborate with internal teams to deliver a seamless client experience and maintain high service standards.
• Contribute to a positive team environment while supporting overall branch and organizational goals.

Qualifications

To succeed in this role, candidates should demonstrate:

Education & Experience:
• Experience managing a Personal Lines book of business preferred
• Post-secondary education is considered an asset

Technical Skills:
• Current Level 2 or 3 Manitoba Insurance License
• Experience with Autopac and familiarity with EPIC considered an asset
• Exposure to other lines of insurance (Farm, Commercial, etc.) is an asset

Key Competencies:
• Strong communication skills with a client-first, consultative approach
• Highly organized with strong attention to detail and ability to manage multiple priorities
• Proactive, team-oriented mindset with a positive and adaptable attitude

Apply Today

Email your resume to Samantha Cheffins at [email protected]

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.