Personal Lines Advisor: Grow Your Book & Cross-Sell

One Insurance Group Ltd.; Winnipeg; On-site; CAD 55,000 - 70,000; Full time

Job summary

ONE Insurance Group Ltd. is seeking an experienced Personal Insurance Advisor to counsel clients on personal lines and maintain a growing book of business. The role emphasizes client rapport, coverage options tailored to individual needs, and cross-selling across lines of business.

The successful candidate will manage day-to-day policy needs, ensure retention, and collaborate with the Regional Manager to meet sales objectives within a Manitoba-based team.

Qualifications

• Minimum two years of industry experience managing a Personal Lines book of business.
• Current Level 2 or 3 Manitoba Insurance License (CAIB designation is a strong asset).
• Experience with other lines of insurance (Autopac, Farm, Commercial) is an asset.

Responsibilities

• Provide outstanding and professional counsel to clients on personal lines insurance.
• Build rapport with existing, assigned, and new clients and discuss coverage options.
• Cross-sell ONE Insurance’s products/services across lines of business.

Skills

Two+ years Personal Lines

Strong communication

Multitasking

Organized

Team player

Education

Manitoba Insurance License (Level 2 or 3)

CAIB designation (asset)

Tools

EPIC

Job description

ONE Insurance Group Ltd. is seeking an experienced Personal Insurance Advisor to counsel clients on personal lines and maintain a growing book of business. The role emphasizes client rapport, coverage options tailored to individual needs, and cross-selling across lines of business.

The successful candidate will manage day-to-day policy needs, ensure retention, and collaborate with the Regional Manager to meet sales objectives within a Manitoba-based team.