Insurance Advisor – Personal Lines & Small Commercial - 188

DGA Careers; Edmonton; On-site; CAD 55,000 - 85,000; Full time

Benefits offered by this job

Vacation 4 weeks to start

Health spending account

Full health and dental benefits

Paid birthday off

RRSP contribution

Promotion opportunities

Job summary

DGA Careers is seeking an Insurance Advisor for a role covering Personal Lines and Small Commercial. The successful candidate will build strong client relationships, provide exceptional service, and grow insurance expertise through hands-on training.

The position offers exposure to both personal and commercial lines within a supportive brokerage environment, with opportunities for advancement.

Qualifications

• Alberta General Level 1 Insurance Licence is required.
• Up to 3+ years of personal lines, minimum 1 year of small commercial insurance experience.
• Ability to speak Punjabi is required.
• Proficiency with Microsoft Office 365.
• Experience with Epic is considered an asset.
• Multitask, problem-solve, and stay detail oriented in a fast-paced environment.
• Strong written and verbal communication skills.
• Commitment to prompt, exceptional customer service.

Responsibilities

• Sell new business and identify cross-selling opportunities.
• Provide ongoing service to personal lines clients.
• Respond promptly to client questions via phone, email and in-person.
• Advise on insurance coverage options.
• Assess client needs and risks to recommend coverage.
• Identify gaps and calculate premiums.
• Enter and maintain client information in the brokerage system.
• Prepare applications and documentation for insurers.
• Issue insurance binders as required.
• Communicate with insurers and underwriters about changes and renewals.
• Follow up with adjusters on claims status.
• Update insurance summaries per client requests.
• Maintain activity records and manage workload.
• Follow branch workflows and procedures.

Skills

Microsoft Office 365

Communication skills

Time management

Customer service

Detail orientation

Education

Alberta General Level 1 Insurance Licence

Tools

Epic

Job description

Are you an experienced insurance professional looking for an opportunity to grow your career while expanding your expertise in both personal lines and small commercial insurance?

Our client is an established, award-winning insurance brokerage with a strong reputation for providing knowledgeable, personalized advice and exceptional service. The team supports clients across a variety of insurance needs and offers an environment where motivated professionals can develop their skills and pursue growth and leadership opportunities.

On behalf of our valued client, we are currently seeking a Insurance Advisor ( Personal Lines and Small Commercial) to join the team. This opportunity is particularly well suited to someone who enjoys building client relationships, delivering exceptional service, and identifying opportunities to grow their insurance expertise.

For candidates interested in strengthening their small commercial insurance experience, hands-on training and development opportunities are available from the start.

What You Will Do

• Sell new business and identify cross-selling opportunities
• Provide ongoing service and support to personal lines clients
• Respond promptly to client questions and concerns through phone, email, and in-person interactions
• Provide advice regarding insurance coverage options
• Assess client needs and risks to recommend appropriate coverage
• Identify potential coverage gaps and calculate premiums
• Enter and maintain accurate client information within the brokerage management system
• Complete applications for new clients and prepare documentation for insurers
• Issue insurance binders as required
• Communicate with insurance companies and underwriters regarding policy changes, renewals, and new business
• Follow up with adjusters regarding claims status
• Update insurance summaries to reflect client-requested changes
• Maintain accurate activity records and manage workload effectively
• Follow established branch workflows and procedures

Required Qualifications

• Alberta General Level 1 Insurance Licence
• Up to 3 + years of personal lines, minimum 1 year of small commercial insurance experience
• Ability to speak Punjabi is required
• Proficiency with Microsoft Office 365
• Experience with Epic is considered an asset
• Ability to multitask, problem-solve, think critically, and remain detail-oriented in a fast-paced environment
• Strong written and verbal communication skills
• Commitment to providing prompt and exceptional customer service
• Effective time-management and organizational skills
• Strong attention to accuracy, consistency, and reliability
• Ability to establish positive rapport with clients and colleagues

What the Company Offers

The organization provides a competitive compensation and benefits package designed to support employees both professionally and personally, including:

• Minimum 4 weeks of vacation to start
• Statutory and observed holidays off
• Health spending account
• Full health and dental benefits
• Paid birthday off
• Monthly employee gift-card draws
• Monthly birthday lunches
• RRSP contribution
• Opportunities for professional growth and internal promotion

This is an excellent opportunity for an insurance professional who enjoys client service, wants exposure to both personal and commercial lines, and is interested in continuing to develop within a supportive brokerage environment.

About the Brokerage:

With a legacy since 2009, this leading insurance brokerage looks to provide expert guidance in selecting optimal insurance products. As a multi-award-winning brokerage, they value excellence and invite individuals who share our commitment.