Personal Insurance Advisor

TEEMA Solutions Group; Stony Plain; On-site; CAD 60,000 - 80,000; Full time

Job summary

A growing insurance brokerage in Alberta is seeking an experienced Personal Lines Account Manager to enhance client relationships and provide exceptional service. The successful candidate will manage a portfolio of personal lines clients, ensuring their insurance needs are met with professionalism. Responsibilities include servicing policies, conducting renewal reviews, and maintaining compliance with industry standards. Applicants should have strong communication skills, a General Insurance License in Alberta, and at least 3 years of relevant experience.

Benefits

Competitive compensation package

Comprehensive health and dental benefits

Paid continuing education and licensing support

Opportunities for career growth

Qualifications

• Exceptional communication and interpersonal skills.
• Strong organizational skills with multiple priorities management.
• Minimum 3 years’ experience in personal lines insurance account management.

Responsibilities

• Manage a portfolio of personal lines clients providing excellent service.
• Conduct proactive renewal reviews and identify coverage opportunities.
• Process endorsements, renewals, cancellations accurately and promptly.

Skills

Communication skills

Organizational skills

Detail-oriented

Client relationship management

Education

Level 1 or Level 2 General Insurance License in Alberta

CAIB, CIP, CRM or other industry designations

Tools

EPIC broker management system

Job description

We are seeking an experienced and client-focused Personal Lines Account Manager to join our growing team. This role is responsible for building and maintaining strong client relationships, providing exceptional service, and ensuring that clients’ personal insurance needs are met with professionalism and care.

The Account Manager will act as a trusted advisor to clients, supporting them with policy servicing, renewals, coverage reviews, and claims guidance.

Key Responsibilities

Client Service & Retention

Manage a portfolio of personal lines clients, providing excellent day-to-day service.

Conduct proactive renewal reviews and identify opportunities for coverage improvements.

Provide professional advice and guidance on coverage, policy changes, and claims processes.

Identify and pursue cross-sell and upsell opportunities within existing client accounts.

Support the brokerage in meeting retention and growth targets.

Policy Administration

Process endorsements, renewals, cancellations, and new applications accurately and on time.

Ensure all client files are compliant, and documentation is completed according to industry standards and brokerage procedures.

Maintain up-to-date knowledge of insurer products, underwriting guidelines, and market trends.

Work closely with insurance company partners to secure competitive solutions for clients.

Support team members with workload sharing during peak times.

Participate in team meetings, training sessions, and continuous improvement initiatives.

Qualifications and Education Requirements

Exceptional communication and interpersonal skills.

Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment.

Detail-oriented with a high level of accuracy.

Proven ability to build long-term client relationships with a customer-first mindset.

Level 1 (minimum) or Level 2 General Insurance License in Alberta.

Completed or working toward CAIB, CIP, CRM, or other industry designations (preferred).

Minimum 3 years’ experience in personal lines insurance account management.

Strong knowledge of personal lines products (home, auto, condo, tenant, recreational, etc.).

Experience with broker management systems (EPIC) is an asset.

Why MKM Insurance?

Competitive compensation package.

Comprehensive health and dental benefits.

Paid continuing education and licensing support.

Opportunities for career growth within a dynamic, expanding brokerage.

A supportive, team-oriented culture that values integrity, professionalism, and client care.