Personal Lines Advisor — Grow Your Client Book

Personal Lines Advisor - One Insurance Group; Stonewall; On-site; CAD 40,000 - 70,000; Full time

Benefits offered by this job

Book of business

Job summary

ONE Insurance Group is seeking a Personal Lines Advisor to serve Stonewall, Manitoba, and surrounding areas. You will counsel clients on personal lines, build relationships, and cross-sell products to meet individual coverage needs.

The role emphasizes staying organized, providing strong customer service, and collaborating with the team to grow the book of business within a friendly agency environment.

Qualifications

• Demonstrated ability to grow a Personal Lines book of business and meet sales objectives.
• Prospect new customers and pursue leads to expand the client base.
• Retain and grow assigned Personal Lines book with accurate policy management.

Responsibilities

• Provide professional counsel to clients on personal lines insurance.
• Build rapport with existing and new clients; cross-sell related lines of business.
• Place coverage with markets and conduct policy reviews and renewals.
• Support Autopac transactions and routine day-to-day tasks.

Skills

Communication skills

Organization

Attention to detail

Team player

Multitasking

Education

Manitoba Insurance License (Level 2/3)

Tools

EPIC

Job description

ONE Insurance Group is seeking a Personal Lines Advisor to serve Stonewall, Manitoba, and surrounding areas. You will counsel clients on personal lines, build relationships, and cross-sell products to meet individual coverage needs.

The role emphasizes staying organized, providing strong customer service, and collaborating with the team to grow the book of business within a friendly agency environment.