Personal Lines Advisor - One Insurance Group

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

Job summary

ONE Insurance Group is seeking a Personal Lines Advisor at the St. James Branch in Winnipeg. You will counsel clients on personal lines coverage, build relationships with existing and new customers, and cross-sell a wide range of products. The role emphasizes accuracy, service quality, and teamwork within ONE Insurance.

Ideal candidates have 2+ years of Personal Lines experience, Manitoba licensing, and strong communication skills. Knowledge of EPIC is an asset and book management is essential.

Qualifications

• Two years of Personal Lines book management experience preferred.
• Manitoba Level 2 or 3 Insurance License required; CAIB a strong asset.
• Experience with other lines of insurance is an asset.

Responsibilities

• Provide professional counsel on personal lines insurance and coverage options.
• Grow and retain a personal lines book of business; manage renewals and cancellations.
• Cross-sell ONE Insurance products and services as appropriate.

Skills

Personal Lines

Licensing

Attention to detail

Multitasking

Communication

Education

Manitoba Insurance License (Level 2/3)

CAIB (asset)

Tools

EPIC

Job description

Personal Lines Advisor - One Insurance Group

Job Description / Duties

Personal Lines Advisor
Location: St. James Branch – 2649 Portage Ave.

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.

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 / Required Skills

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

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 – Stay Curious, Take Ownership, Work as ONE Team.

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.

Additional Information

We are accepting applications until end of day November 30, 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.