Personal Lines Advisor - One Insurance Group

Personal Lines Advisor - One Insurance Group; Stonewall; On-site; CAD 45,000 - 65,000; Full time

Benefits offered by this job

Book of business provided

Job summary

ONE Insurance Group is seeking a Personal Lines Advisor to provide professional guidance on personal insurance products. You will build strong client rapport, present coverage options, and cross-sell across ONE Insurance’s lines of business.

The role emphasizes servicing existing clients while acquiring new ones and supporting Autopac transactions. The ideal candidate has 2+ years of personal lines experience, Manitoba License levels 2 or 3, and familiarity with EPIC.

Qualifications

• Two years of Personal Lines book experience is preferred.
• Manitoba Level 2 or 3 Insurance license; CAIB is a strong asset.
• Experience with Autopac and other lines (Farm, Commercial) is a plus.
• Familiarity with EPIC is an asset.
• Organized, detail oriented and able to multitask.
• Flexible, team oriented with clear communication.

Responsibilities

• Meet sales and growth targets for personal lines.
• Prospect new clients and follow up on leads.
• Retain and grow the personal lines book; review policies and cancellations.
• Place coverage with markets; manage day-to-day work and paperwork.
• Support Autopac transactions and other duties as required.

Skills

Organization

Attention to detail

Multitasking

Strong communication

Team player

Education

Manitoba Insurance License Level 2/3

CAIB designation (asset)

Tools

EPIC

Autopac

Job description

Personal Lines Advisor - One Insurance Group

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

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.