Personal Insurance Advisor - One Insurance Group

Insurance Brokers Association of Manitoba; Manitoba; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading insurance brokerage in Manitoba seeks a Personal Insurance Advisor to provide expert counsel on personal lines of insurance. The role involves building client relationships, managing a book of business, and achieving sales targets. Join a dynamic team that values care, collaboration, and integrity while enjoying competitive compensation and benefits.

Benefits

Pension Plan

Company-Paid Benefits

Industry-Leading Training

Continuing Education

Competitive Compensation

Qualifications

• 2 years of industry experience managing Personal Lines book.
• Current Manitoba Insurance License required.

Responsibilities

• Provide professional counsel on personal lines of insurance.
• Achieve sales objectives and manage Personal Lines Book.
• Support Autopac transactions and perform coverage reviews.

Skills

Organizational Skills

Attention to Detail

Communication Skills

Multitasking

Education

Level 2 or 3 Manitoba Insurance License

CAIB Designation

Tools

EPIC

Job description

Personal Insurance Advisor - One Insurance Group

Province: Selkirk, Manitoba
Position: Personal Insurance Advisor
Deadline: May 26, 2025
Posted: May 12, 2025

Job Description / Duties

About this Opportunity:
Reporting to the Regional Manager, our Personal Insurance Advisor’s primary responsibility is to provide outstanding and professional counsel to our clients on their personal lines of insurance. Building solid rapport with existing, assigned, and new clients is essential while providing coverage options that suite their individual needs. The successful candidate will also become familiar with ONE Insurance’s other lines of business in order to cross-sell our wide variety of products/services to our clients.

Qualifications / Required Skills

Performance Objectives:
• Achieve annually established individual growth and sales objectives
• Prospect new customers and opportunities, action all leads
• Ensure the retention and growth of assigned Personal Lines Book of Business; ensuring all customer and Book management requirements are managed and reviewing all new policies and cancellations.
• Place coverage with insurance markets while handling the required day to day work and paper flow; performing annual coverage reviews including outlining additional coverage availability
• Provide immediate support with Autopac transactions and other duties as required


Qualifications/Skills:
• Minimum two (2) years of industry experience managing a Personal Lines book of business is preferred
• Current Level 2 or 3 Manitoba Insurance License (full CAIB designation is considered a strong asset)
• Experience with other lines of insurance (Autopac, Farm, Commercial etc.) is considered an asset
• Familiarity with EPIC is considered an asset
• Organized and efficient with strong attention to detail and the ability to multitask
• Flexibility and a positive team player approach with effective communication skills

Additional Information

What makes us the ONE to choose?
• We are a leading insurance brokerage with 28 branches, located either a short drive from Winnipeg or within the city. Each branch is exciting, unique, and provides a customer focused ONE Insurance team atmosphere.
• We provide it all; a pension plan, benefits with premiums paid partially by the company, industry leading training, continuing education, and competitive compensation programs. We even provide you with a book of business!
• We like to work with the best! Our engaging staff demonstrate ONE Insurance’s core values each day – Care, collaboration & integrity.

Contact Information

This is your opportunity to bring your skills and passion for clients to a career with a progressive and well-respected company! Visit our website at www.oneinsurance.ca to learn more about our branches and teams.

Ready to Apply? We are excited to meet you! Please apply on our website https://www.oneinsurance.ca/about/careers/#careers or forward your resume to:

Accessibility:
If you are a job seeker with a disability and require a reasonable accommodation to apply for one of our jobs, please contact [e-mail] to notify of this request.

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Employer Profile

Personal Lines Advisor
Selkirk

ONE Insurance has proudly served the insurance needs of customers across Manitoba for over 70 years. We have earned our customers’ trust by providing the guarantee of exceptional insurance products along with exceptional service. We are seeking an experienced insurance professional to join our growing team.