Growth-Focused Private Client Insurance Advisor

BFL Canada; Winnipeg; On-site; CAD 50,000 - 65,000; Full time

Job summary

A leading insurance brokerage firm is seeking a Private Client Services Advisor for its Winnipeg office. The ideal candidate will identify new business opportunities while managing client accounts with exceptional service. This role requires a Level 2 insurance license, strong communication skills, and attention to detail. Candidates will enjoy a dynamic work environment and opportunities for growth.

Benefits

Dynamic work environment

Career growth opportunities

Diversity and inclusion initiatives

Qualifications

• Candidate must be extremely detailed and service-oriented.
• Strong communication skills are essential, both verbal and written.
• Must be driven to maintain licensing requirements and complete ongoing education.

Responsibilities

• Identify and pursue new business opportunities.
• Provide exceptional service to residential clients.
• Process and maintain client documentation efficiently.

Skills

Client-focused

Communication skills

Attention to detail

Teamwork

Microsoft Office

Education

Level 2 license (CAIB or CIP preferred)

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Microsoft PowerPoint

Job description

A leading insurance brokerage firm is seeking a Private Client Services Advisor for its Winnipeg office. The ideal candidate will identify new business opportunities while managing client accounts with exceptional service. This role requires a Level 2 insurance license, strong communication skills, and attention to detail. Candidates will enjoy a dynamic work environment and opportunities for growth.