Personal Insurance Associate

Hub International Insurance; Kelowna; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading insurance brokerage in Kelowna is seeking a Personal Insurance Advisor. In this role, you will handle sales and service of habitational, travel, and automobile insurance while maintaining flexibility and a client-focused approach. Ideal candidates will have strong communication skills and at least one year of personal insurance experience. This position offers excellent compensation, benefits, and room for advancement within the company.

Benefits

Excellent compensation and benefits

Paid educational training

Opportunities for advancement

Qualifications

• Minimum 1 year personal insurance experience required.
• Strong communication skills both verbal and written.
• Experience with in-house habitational insurance is an asset.

Responsibilities

• Sales and service of all types of personal insurance.
• Follow through on leads and generate leads for other divisions.
• Ensure policies are processed accurately and timely.

Skills

Exceptional client service

Strong communication skills

Sales drive and initiative

Education

Level 2 General Insurance License

General Insurance & Risk Management Diploma

Job description

Hi were HUB! We are proud to be ranked 5th among the world’s largest insurance brokerages where we advise businesses and individuals on how to reach their goals. 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.

Vision

To be everywhere risk exists today and tomorrow—helping protect what matters most.

Mission

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

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 customers, communities and colleagues.

Why Join HUB

• An exceptional and welcoming company culture.
• Excellent compensation, benefits, RRSP match and company perks.
• Paid educational training and vast learning opportunities.
• Room for advancement and growth within the organization.
• A company that gives back and is active in the community.

Role: Personal Insurance Advisor

Summary of Position

Through this role you will serve clients in all of their personal insurance needs. Your primary focus will be on sales and service of new and renewal habitational, travel and automobile insurance, maintaining a high level of client focus and experience.

Responsibilities

• Sales and service of all types of Personal Insurance (habitational, travel, automobile).
• Follow through on leads assigned to the retail branch and generate leads for other divisions.
• Contact clients on renewal and ensure policies are processed and issued accurately and in a timely manner.
• Update client information as changes occur and provide policy and coverage advice upon request.
• Ensure administrative responsibilities are completed accurately and that client needs are served promptly.
• Handle and resolve client concerns proactively.
• Achieve sales and retention goals.
• Maintain a high level of knowledge of Personal Lines and Auto products, systems, procedures and competitor offerings.
• Stay connected to HUB International’s mission, values and strategic goals.
• Ensure compliance with all relevant insurance company, Insurance Council of BC and Privacy Act rules and regulations.
• Perform other duties as assigned.

Qualifications

• Level 2 General Insurance License or willingness to obtain one.
• Minimum 1 year personal insurance experience.
• Demonstrated ability to provide exceptional client service.
• Strong communication skills (verbal & written).
• Sales drive and initiative.
• Experience underwriting and binding in-house habitational insurance product (asset).
• Industry designation (CIP, CAIB, CRM, General Insurance & Risk Management Diploma) – asset but not required.

Employment offer is contingent upon a successful background check.

Would you like to learn more about this opportunity and others? We invite you to learn more about our team at .