Personal Lines Insurance Advisor

Bauld Insurance Ltd.; Halifax; On-site; CAD 55,000 - 75,000; Full time

Job summary

Bauld Insurance Ltd. is seeking a Personal Lines Account Manager to join our Halifax team. You will be the primary client contact across in person, phone, and email channels, handling policy changes, coverage questions, and policy comparisons.

We value clear communication, meticulous documentation, and the ability to advocate for clients through the claims process while upholding our commitments to service excellence and client satisfaction.

Qualifications

• 3–5 years of personal insurance experience preferred.
• Level 1 General Insurance License is required.
• CAIB or CIP designation or working toward either is an asset.

Responsibilities

• Serve as primary contact for clients across channels (in person, phone, email).
• Support clients with policy changes, coverage questions, and policy shopping.
• Guide clients through the claims process and advocate on their behalf.
• Uphold Bauld's Commitment to Excellence and Service Standards.

Skills

Personal insurance products knowledge

Verbal and written communication

Explain insurance coverage clearly

Prioritize work / multitask

Organized / self-motivated

Detail-oriented

Education

Level 1 General Insurance License

Tools

Microsoft Office

Brokerage management systems

Job description

Bauld Insurance Ltd. is seeking a Personal Lines Account Manager to join our Halifax team. You will be the primary client contact across in person, phone, and email channels, handling policy changes, coverage questions, and policy comparisons.

We value clear communication, meticulous documentation, and the ability to advocate for clients through the claims process while upholding our commitments to service excellence and client satisfaction.