Personal Insurance Advisor

Hub International; Penticton; On-site; CAD 50,000 - 60,000; Full time

Benefits offered by this job

Extended health benefits

RRSP matching

Paid time off benefits

Bonuses and commissions

Job summary

HUB International in Canada seeks a Personal Insurance Advisor to help clients find the right coverage for personal needs across habitational, travel, and automobile insurance. You will provide outstanding client service with your positive, friendly manner and strong product knowledge.

In this client-facing role, you will engage with clients, follow up on leads, process renewals, and strive to meet sales and retention goals.

Qualifications

• Minimum 1-year Personal Insurance experience.
• Level 2 General Insurance License is an asset, but not required.
• Desire and proactive ability to deliver exceptional client service.

Responsibilities

• Engage with clients to understand and advise on their insurance needs to help develop the best coverage across personal lines (habitational, travel, automobile).
• Follow-up on sales leads and referrals.
• Process renewals and ensure policies are issued accurately and timely.
• Achieve sales and retention goals and targets.
• Maintain knowledge of Personal Lines and Auto products through ongoing learning.

Skills

Client service

Sales

Communication

Attention to detail

Teamwork in high-volume environment

Education

Level 2 General Insurance License

Industry designation (CIP/CAIB/CRM)

Job description

A path for every ambition. At HUB, we believe the best work happens when people are given real space to grow and then given the autonomy to exercise it. We power progress and protect ambition: for the clients who count on us, and equally for the people who make that possible every day. We’re creative thinkers and determined doers, guided by values that show up in how we work together: with empathy, adaptability, accountability and a genuine commitment to one another’s success. We foster bold ideas, celebrate curiosity and share what we know. Because when people grow, the work they do grows with them. Our purpose is deeply human: to help people navigate the world on their terms, at their speed, toward their future. We hold that same commitment to the people building careers here. Whether you’re starting out or leveling up, you’ll find the resources to evolve, the support to take on more and a team ready to back you at every stage. Your ambition has a home here.

Summary

Are you someone who thrives in a client-facing sales role and wants to help individuals find the right coverage for their personal insurance needs? If so, this is more than just a job – it’s a career with unlimited potential. As a Personal Insurance Advisor, you will help protect individuals most valuable assets. In this role, you will provide outstanding client service through your positive, friendly manner while educating clients in your excellent product knowledge in habitational, travel, and automobile insurance.

A day in the life

• Engage with clients to understand and advise on their insurance needs to help develop the best coverage needed in all things Personal Insurance (habitational, travel, automobile)
• Follow-up regularly on sales leads and referral prospects.
• Process and conduct renewals and ensure policies are processed and issued accurately in a timely manner.
• Achieve sales and retention goals and targets.
• Maintain a high level of knowledge in all our Personal Lines and Auto products through continuous education and learning opportunities.

What you will bring to the role

• Minimum 1-year Personal Insurance experience.
• Level 2 General Insurance License is an asset, but not required.
• Desire and proactive ability to deliver exceptional client service.
• Demonstrated ability to work in a high-volume, fast paced team environment.
• Keen eye for detail and high sense of urgency.
• Strong communication skills in both written and verbal.
• Demonstrated ability to drive sales initiatives.
• Industry designation would be considered an asset (CIP, CAIB, CRM, General Insurance & Risk Management Diploma).

Pay Transparency

The expected salary range for this position is $50,000.00 to $60,000.00 and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope, and level.

HUB International is proud to offer comprehensive benefit and total compensation packages which could include extended health benefits, disability insurance, RRSP matching, paid-time-off benefits, and eligible bonuses, and commissions for some positions.

What we offer you

We invest in your growth. HUB offers structured training, licensing support, and ongoing development opportunities designed to accelerate your career. Benefits and programs vary based on employment status, role, location, and applicable eligibility requirements.

Competitive pay with comprehensive health benefits, retirement savings matching, and company-paid life and disability plans. Generous paid time off, paid parental leave and a wellbeing program designed to support real work/life balance. A collaborative, high-performing culture with meaningful engagement, community impact through HUB Gives and genuine room to grow your career. The HUB difference.

HUB International is one of North America’s largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and individuals across the United States and Canada — through locally led teams backed by national expertise, giving you the agility of a local partner and the reach of a global organization.