Personal Insurance Advisor

Lloyd Sadd Group; Town of Bonnyville; On-site; CAD 65,000 - 85,000; Full time

Job summary

A leading insurance brokerage seeks a Personal Insurance Advisor to provide expert service to clients and foster long-term relationships. The role involves delivering exceptional customer experience, collaborating with team members, and ensuring effective communication with clients on insurance needs. Applicants should possess a Level 2 General Insurance license and relevant experience in personal lines.

Qualifications

• 2 to 4 years of personal lines experience preferred.
• Skills in mentorship and customer service focus.
• Must have a Level 2 General Insurance license.

Responsibilities

• Deliver additional services to clients beyond transactional.
• Negotiate terms with underwriters as needed.
• Maintain strong client relationships and analyze risk.

Skills

Customer service

Problem solving

Communication

Critical thinking

Teamwork

Adaptability

Education

Level 2 General Insurance license

C.I.P. or C.A.I.B. designation

Tools

EPIC brokerage software

Microsoft Office Suite

Job description

Job Description

Posted Tuesday, May 13, 2025 at 6:00 AM

Lloyd Sadd is a Navacord broker partner, one of Canada’s largest insurance, group benefits and pension providers. Our goal is to provide our clients with expert advice in risk management, employee wellbeing and insurance. With multiple locations in Alberta and BC, we take pride in our ability to attract exceptional talent and build top performing teams who deliver the best results for our clients. Lloyd Sadd invests time to understand our clients, reducing their total cost of risk, and helping them build stronger organizations.

We Listen. We Think. We Deliver.

THE ROLE

The Personal Insurance Advisor is an expert advisor responsible for servicing clients in a courteous and professional manner. These clientele may be principals of Lloyd Sadd commercial accounts or have prominent business and community affiliation. The Personal Insurance Advisor maintains extensive knowledge of various insurance products and collaborates with team members to ensure a superior customer service experience

WHAT YOU’LL DO

• Delivering “best in class” additional services to clients. Additional services would be defined as those “above and beyond” normal transactional services provided to personal lines clients;
• Participation in growth initiatives on behalf of the Personal Insurance department;
• Liaise with company underwriters to negotiate best terms for our clients when required;
• Ensure that strong, long-term customer relationships are created by providing value added services;
• Maintain a current knowledge base of insurance products and services with various insurance companies, including regular, non-standard, and relevant markets;
• Working with Personal Insurance team members to provide exceptional customer service experience;
• Works closely with Advisors on all aspects of client service, marketing, and renewal while adhering to Lloyd Sadd’s best practices and standard procedures;
• Work closely with the Account Assistant’s to ensure timelines are being met and to review accuracy of documentation;
• Review client’s current coverage and exposures, loss experience and analyze risk to determine the product/service requirements when required;
• Ensure EPIC workflows are followed including maintaining and updating custom forms;
• Ensure accurate and timely servicing and billing of accounts;
• Participate in training and professional development courses to enhance skills and industry knowledge;
• Other duties as assigned.

WHAT WE REQUIRE:

• 2 to 4 years of personal lines experience and EPIC brokerage software preferred;
• Level 2 General Insurance license strongly preferred;
• Completed or working towards C.I.P. or C.A.I.B. designation;
• Solid mentorship skills and teaming capability; the ability to lead and motivate, delegate, and rally colleagues;
• A well-defined sense of diplomacy and business acumen with a focus on customer service and the overall client experience;
• Skill in analysis, problem solving, critical thinking, decision making, teamwork, communication, innovation, and adaptability;
• Advanced skills in Microsoft Office Suite and internal Broker Management Systems (EPIC).

Lloyd Sadd is actively committed to supporting diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply.