Personal Lines Advisor - St. James

Kaizen Lab Inc.; Winnipeg; On-site; CAD 48,000 - 72,000; Full time

Benefits offered by this job

RRSP/DPSP plan

Company-paid premiums benefits

Industry training

Continuing education

Book of business

Job summary

ONEInsurance is seeking an experienced Personal Insurance Advisor to counsel clients on personal lines, manage a book of business, and cross-sell products across our Manitoban client base. Reporting to the Regional Manager, you will build rapport with clients and provide coverage options to meet individual needs.

Qualified candidates will have 2+ years in Personal Lines, Manitoba Level 2/3 license (CAIB a strong asset), and strong communication skills in a team environment.

Qualifications

• Minimum two years of industry experience managing a Personal Lines book of business.
• Manitoba License Level 2 or 3 required; CAIB designation considered a strong asset.

Responsibilities

• Provide outstanding counsel to clients on personal lines insurance.
• Add value by cross-selling a wide range of products/services.
• Build rapport with existing, assigned, and new clients.

Skills

Personal Lines

Relationship building

Policy reviews

Cross-selling

Education

Manitoba Insurance License Level 2/3

CAIB designation (asset)

Tools

EPIC

Job description

ONEInsurance has proudly served the insurance needs of customers across Manitobafor over 70 years.We have earned our customers’ trust byproviding the guarantee of exceptional insurance products along withexceptional service. We are seekingan experiencedinsurance professional to join our growing team.

Aboutthis Opportunity:

Reporting to the Regional Manager, our Personal InsuranceAdvisor’s primary responsibility is to provide outstanding and professional counselto our clients on their personal lines of insurance. Building solid rapportwith existing, assigned, and new clients is essential while providing coverageoptions that suite their individual needs. The successful candidate will alsobecome familiar with ONE Insurance’s other lines of business in order tocross-sell our wide variety of products/services to our clients.

Performance Objectives:

• Achieve annually established individual growth and salesobjectives

• Prospect new customers and opportunities, action all leads

• Ensure the retention and growth of assigned Personal LinesBook of Business; ensuring all customer and Book management requirements aremanaged and reviewing all new policies and cancellations.

• Place coverage with insurance markets while handling therequired day to day work and paper flow; performing annual coverage reviewsincluding outlining additional coverage availability

• Provide immediate support with Autopac transactions andother duties as required

Qualifications/Skills:

• Minimum two (2) years of industry experience managing aPersonal Lines book of business is preferred

• Current Level 2 or 3 Manitoba Insurance License (full CAIBdesignation 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 andthe ability to multitask

• Flexibility and a positive team player approach witheffective 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 isexciting, unique, and provides a customer focused ONE Insurance teamatmosphere.

• We provide it all; a matching RRSP/DPSP plan, benefits withpremiums paid partially by the company, industry leading training, continuingeducation, and competitive compensation programs. We even provide you with abook of business!

• We like to work with the best! Our engaging staffdemonstrate ONE Insurance’s core values each day - Stay Curious, Take Ownership, Work as ONE Team.