Personal Lines Advisor - Selkirk Branch

ONE INSURANCE GROUP; Selkirk; Vor Ort; CAD 45.000 - 65.000; Vollzeit

Benefits dieser Stelle

Book of business provided

RRSP/DPSP with company contributions

Industry-leading training and ongoing/

Competitive compensation programs

Zusammenfassung

ONE Insurance Group Ltd. in Selkirk is seeking an experienced Personal Insurance Advisor to provide professional counsel to clients on personal lines. Build rapport with existing, assigned, and new clients, and cross-sell a wide range of products/services.

Reporting to the Regional Manager, you will place coverage with markets, conduct annual reviews, and support Autopac transactions while maintaining strong client relationships in Manitoba.

Qualifikationen

• 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.

Aufgaben

• 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; ensure all customer and Book management requirements are managed and reviewing all new policies and cancellations.
• Place coverage with insurance markets while handling day-to-day work and paper flow; perform annual coverage reviews including outlining additional coverage availability.
• Provide immediate support with Autopac transactions and other duties as required.

Kenntnisse

L2/L3 Manitoba license

Personal Lines

Client advisory

Cross-selling

Organized & detail-oriented

Team player

Ausbildung

Manitoba Insurance License Level 2/3

Tools

EPIC system

Jobbeschreibung

Personal Lines Advisor

Selkirk Branch

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.

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/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.

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.