Personal Lines Advisor - Stonewall

One Insurance Group Ltd.; Stonewall; On-site; CAD 52,000 - 66,000; Full time

Benefits offered by this job

Book of business

Benefits: premiums paid by company

Training program

Job summary

ONE Insurance in Stonewall is seeking a Personal Lines Advisor to counsel clients on personal lines coverage and to cross-sell a broad range of products. You will build rapport with existing and new clients, presenting suitable policy options and service offerings.

The role reports to the Regional Manager, focusing on growth and client satisfaction while managing day-to-day policy activity, while supporting Autopac transactions and related duties.

Qualifications

• Minimum two years of industry experience managing a Personal Lines book of business.
• Manitoba Insurance License Level 2 or 3 required; CAIB designation is a strong asset.
• Experience with other lines of insurance (Autopac, Farm, Commercial) is an asset.
• EPIC familiarity is an asset.
• Strong organizational skills and attention to detail; ability to multitask.
• Excellent communication and team-oriented collaboration.

Responsibilities

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

Skills

Personal Lines Book

Client relationship management

Cross-selling

Detail oriented

Effective communication

Organized

Sales

Education

Manitoba Insurance License Level 2/3

CAIB designation asset

Tools

EPIC

Job description

Personal Lines Advisor

Stonewall

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 – Care, collaboration & integrity.

We are accepting applications until end of day August 31, 2026.

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