Personal Lines Insurance Advisor

ecl.vincere.io; Oakbank; On-site; CAD 52,000 - 78,000; Full time

Job summary

Our Manitoba-based insurance brokerage is seeking a Personal Lines Insurance Advisor to work in-office, full-time. You will manage a personal lines book, advise clients on coverage, and drive new business while supporting client retention through proactive service.

Ideal candidates have a Manitoba license (Level 2 or 3), familiarity with Autopac, and exposure to EPIC; post-secondary education is an asset. A collaborative, client-first approach is essential.

Qualifications

• Experience managing a Personal Lines book of business.
• Post-secondary education is considered an asset.
• Current Level 2 or 3 Manitoba Insurance License; Autopac experience is a plus; EPIC exposure is an asset.

Responsibilities

• Build strong relationships with new and existing clients with personalized insurance advice.
• Conduct coverage reviews and recommend appropriate solutions.
• Achieve sales and growth targets by identifying opportunities and prospecting leads.
• Promote cross-sell of additional products and services.
• Manage and grow assigned Personal Lines book with high retention through proactive service.
• Review policies, renewals, and address cancellations with accuracy and compliance.
• Place coverage with markets and handle documentation and day-to-day processing.
• Support Autopac transactions and respond to client requests promptly.
• Collaborate with internal teams to ensure a seamless client experience and uphold service standards.

Skills

Client relationship management

Sales & business development

Team collaboration

Education

Post-secondary education

Tools

Autopac

EPIC

Job description

Personal Lines Insurance Advisor

Opportunity:
Personal Lines Advisor
Type: In-Office | Full-Time

About Our Client

Our client is a well-established and highly respected insurance brokerage with a strong presence across Manitoba, recognized for delivering trusted, client-focused insurance solutions. With decades of industry experience, they have built a reputation for combining deep local expertise with a forward-thinking approach to service, technology, and growth.

Rooted in values of integrity, accountability, and community, the organization is committed to creating meaningful relationships; both with clients and within their teams. They continue to expand their footprint while maintaining a people-first culture that emphasizes collaboration, professional development, and long-term success.

This is an exciting opportunity to join a high-performing, supportive environment where your contributions directly impact client satisfaction and business growth. You’ll play a key role in delivering tailored insurance solutions while building lasting client relationships within a brokerage that values both performance and people.

Key Responsibilities

Client Relationship Management & Advisory

• Build strong relationships with new and existing clients by providing personalized insurance advice tailored to their needs.
• Conduct thorough coverage reviews and recommend appropriate solutions to ensure clients are adequately protected.

Sales & Business Development

• Achieve individual sales and growth targets by identifying new opportunities and actively prospecting leads.
• Promote and cross-sell additional products and services by developing a strong understanding of the organization’s full offering.

Book Management & Retention

• Manage and grow an assigned Personal Lines book of business, ensuring high retention through proactive service and communication.
• Review policies, process renewals, and address cancellations while maintaining accuracy and compliance.

Policy Placement & Administration

• Place coverage with appropriate markets and manage all related documentation and day-to-day processing.
• Support Autopac transactions and ensure timely, efficient handling of client requests and policy changes.

Team Collaboration & Service Excellence

• Collaborate with internal teams to deliver a seamless client experience and maintain high service standards.
• Contribute to a positive team environment while supporting overall branch and organizational goals.

Qualifications

To succeed in this role, candidates should demonstrate:

Education & Experience

• Experience managing a Personal Lines book of business preferred
• Post-secondary education is considered an asset

Technical Skills

• Current Level 2 or 3 Manitoba Insurance License
• Experience with Autopac and familiarity with EPIC considered an asset
• Exposure to other lines of insurance (Farm, Commercial, etc.) is an asset

Key Competencies

• Strong communication skills with a client-first, consultative approach
• Highly organized with strong attention to detail and ability to manage multiple priorities
• Proactive, team-oriented mindset with a positive and adaptable attitude

We are proud to apply principles of diversity, equity, and inclusion in all our recruitment practices, ensuring equal opportunities for all candidates. Our commitment to these values enables us to match organizations with a diverse range of top talent, fostering workplace cultures that thrive on innovation, collaboration, and respect.

In accordance with Canadian immigration laws, priority will be given to Canadian citizens and permanent residents. Learn more: www.cic.gc.ca.