Personal Insurance Advisor

Hub International; Winnipeg; On-site; CAD 55,000 - 73,000; Full time

Benefits offered by this job

RRSP match

Volunteer day off

Birthday day off

Referral incentives

Work flexibility

Education & training opportunities

Job summary

HUB International in Winnipeg is seeking a Personal Insurance Advisor to provide professional, efficient service for Auto, Auto Extension, Travel Health and Personal Insurance products. You will identify client needs, educate on solutions, and encourage bundling with HUB products.

The role requires a Level 2 license, CAIB in progress, and 2–5 years of personal insurance sales experience, with strong client service and communication skills, and proficiency with broker management software.

Qualifications

• Level 2 Insurance License and CAIB designation in progress.
• 2-5 years' Personal Insurance sales experience.
• Friendly, outgoing personality with superior client service skills.
• Ability to up-sell and cross-sell insurance products.
• Strong written and verbal communication skills.
• Proficient with broker management software systems.

Responsibilities

• Identify client needs and educate on Auto, Travel Health, and Personal Insurance solutions.
• Encourage sale of HUB products and bundling of policies.
• Deliver professional, efficient service in a fast-paced environment.
• Maintain proficiency with broker management software.

Skills

Level 2 License

Personal Insurance sales

Client service

Upsell & cross-sell

Written communication

Verbal communication

Broker management software

Education

CAIB designation in progress

Tools

Broker Management Software

Job description

Ignite your potential. Impact what matters.

Hi, we're HUB - a network of doers with diverse stories and a shared goal to support our clients and communities. To do it, we believe in supporting each other, because great work happens when people come together, and that means building a team where anyone can spark an idea, and where everyone can make a difference. Where pushing ourselves forward helps us give more to others.

When you partner with us, you're at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world with tailored solutions and unrelenting advocacy - so you're ready for tomorrow.

The Opportunity:

As a Personal Insurance Advisor , you are a key player in providing professional, efficient, and courteous service to all clients with respect to Auto Insurance, Auto Extension, Travel Health, and Personal Insurance products. This position is responsible for identifying client needs, educating clients of other available insurance solutions, encouraging the sale of company products and the benefits of bundling all their insurance requirements with HUB International.

What you will bring to the role:

• Level 2 Insurance License and working towards a CAIB designation.
• 2-5 years' experience of Personal Insurance sales experience.
• Friendly, outgoing personality with superior client service skills.
• Ability to successfully up sell and cross sell insurance products.
• Demonstrated ability to communicate effectivity in both written and verbal.
• Works well in a fast paced, client-focused environment.
• Proficiency with Broker Management Software Systems.

Why Join HUB?

• An exceptional, welcoming, and inclusive company culture.
• Excellent compensation, benefits, RRSP match, referral incentives, and company perks.
• Work flexibility.
• Paid educational training and vast learning opportunities.
• Room for advancement and growth within the organization.
• Paid half a day off for volunteering in your community- HUB is a company that gives back and is active in our communities.
• Paid day off for your birthday - we want to celebrate you!

What makes us different than all the rest?

Our Vision: To be everywhere risk exists - today and tomorrow. Helping protect what matters most.

Our Mission: To protect and support the aspirations of individuals, families, and businesses. To empower our employees to learn, grow and make a difference in their communities.

Our Core Values:

• Entrepreneurship : We encourage innovation and educated risk-taking.
• Integrity : We do the right thing every time.
• Teamwork: We work together to maximize results.
• Accountability : We measure and take responsibility for outcomes.
• Service: We serve clients, communities, and colleagues.

Department Account Management & Service

Required Experience: 2-5 years of relevant experience

Required Travel: No Travel Required

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