Personal Lines Advisor - ONE Insurance

Insurance Brokers Association of Manitoba; Oakbank; On-site; CAD 42,000 - 65,000; Full time

Benefits offered by this job

RRSP/DPSP plan

Partially paid premiums

Training & education

Book of business

Job summary

ONE Insurance is seeking a Personal Insurance Advisor to provide professional counsel on personal lines and build solid rapport with existing, assigned and new clients while presenting tailored coverage options. The role involves cross-selling across ONE Insurance’s lines of business and managing a Personal Lines book.

We value a minimum of two years’ industry experience, Manitoba Level 2/3 licenses (CAIB is a strong asset), familiarity with EPIC, and a proactive, organized team player who can

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, etc.).
• Familiarity with EPIC is an asset.
• Organized and efficient with strong attention to detail and multitasking ability.
• Flexible, team-oriented with effective communication skills.

Responsibilities

• Achieve growth and sales objectives for the Personal Insurance book.
• Prospect new customers and action all leads.
• Retain and grow the assigned Personal Lines Book of Business and manage policies/cancellations.
• Place coverages with markets and conduct annual coverage reviews.
• Provide support with Autopac transactions and related duties.

Skills

Personal Lines

License (Manitoba L2/L3)

CAIB asset

EPIC familiarity

Organized

Communication

Job description

Job Description / Duties

About this Opportunity:
Reporting to the Regional Manager, our Personal Insurance Advisor’s primary responsibility is to provide outstanding and professional counsel to our clients on their personal lines of insurance. Building solid rapport with existing, assigned, and new clients is essential while providing coverage options that suite their individual needs. The successful candidate will also become familiar with ONE Insurance’s other lines of business in order to cross-sell our wide variety of products/services to our clients.

Qualifications / Required Skills

Performance Objectives:

• Achieve annually established individual growth and sales objectives
• Prospect new customers and opportunities, action all leads
• Ensure the retention and growth of assigned Personal Lines Book of Business; ensuring all customer and Book management requirements are managed and reviewing all new policies and cancellations.
• Place coverage with insurance markets while handling the required day to day work and paper flow; performing annual coverage reviews including outlining additional coverage availability
• Provide immediate support with Autopac transactions and other duties as required

Qualifications/Skills:

• Minimum two (2) years of industry experience managing a Personal Lines book of business is preferred
• Current Level 2 or 3 Manitoba Insurance License (full CAIB designation is considered a strong asset)
• Experience with other lines of insurance (Autopac, Farm, Commercial etc.) is considered an asset
• Familiarity with EPIC is considered an asset
• Organized and efficient with strong attention to detail and the ability to multitask
• Flexibility and a positive team player approach with effective communication skills

Additional Information

What makes us the ONE to choose?

• We are a leading insurance brokerage with 29 branches, located either a short drive from Winnipeg or within the city. Each branch is exciting, unique, and provides a customer focused ONE Insurance team atmosphere.
• We provide it all; a matching RRSP/DPSP plan, benefits with premiums paid partially by the company, industry leading training, continuing education, and competitive compensation programs. We even provide you with a book of business!
• We like to work with the best! Our engaging staff demonstrate ONE Insurance’s core values each day – Care, collaboration & integrity.

Contact Information

We are accepting applications until end of day November 23, 2026.

Accessibility: If you are a job seeker with a disability and require a reasonable accommodation to apply for one of our jobs, please contact [e-mail] to notify of this request.

Employer Profile

ONE Insurance has proudly served the insurance needs of customers across Manitoba for over 70 years. We have earned our customers’ trust by providing the guarantee of exceptional insurance products along with exceptional service. We are seeking an experienced insurance professional to join our growing team.