Personal Lines Insurance Broker

McFarlane Agencies (1967) Ltd; Okotoks; Híbrido; CAD 60 000 - 90 000; Tempo integral

Resumo da oferta

McFarlane Agencies (1967) Ltd is seeking a Personal Lines Insurance Broker in Okotoks, AB. This full-time hybrid role involves advising clients on home, auto, and other personal lines coverage, ensuring policies meet individual needs and regulatory requirements.

The broker will collaborate with the team, stay updated on product changes, and uphold high standards of service. The ideal candidate has provincial license (Level 1 or 2 General Insurance) or eligibility to obtain it, plus experience

Qualificações

• Proven customer service skills with the ability to build trust and provide prompt, professional support to diverse clients.
• Strong attention to detail and organizational skills; able to manage multiple client requests and deadlines.
• Knowledge of personal lines insurance operations and general coverage (home, auto).
• Experience with brokerage management systems and CRM tools; proficient in standard office software.

Responsabilidades

• Advise clients on personal lines insurance products including home, auto, and related coverages; ensure policies meet client needs and regulatory requirements.
• Collaborate with team members and stay informed about product changes and market developments.
• Deliver high-quality customer service and maintain professional relationships with clients.

Conhecimentos

Customer service

Communication

Attention to detail

Organizational skills

Multi-client management

Formação académica

Alberta General Insurance License (Level 1/2) or eligible

Ferramentas

Brokerage management systems

CRM tools

Descrição da oferta de emprego

Company Description

McFarlane Agencies (1967) Ltd. is an independent insurance brokerage specializing in general insurance for clients across Alberta, with a strong presence in Okotoks since 1975. As a second- and third-generation, locally owned and operated business, the agency emphasizes personalized service and long-term client relationships. Clients benefit from regular portfolio reviews, comparative market analysis at each renewal, and proactive guidance in an evolving insurance landscape. The team is committed to delivering professional, high-quality service that provides peace of mind for individuals and families.

Role Description

The Personal Lines Insurance Broker is a full-time, hybrid role based in Okotoks, AB, with flexibility for some work-from-home arrangements. In this position, the broker will advise clients on personal lines insurance products, including home, auto, and other general insurance coverage, ensuring policies meet individual needs and regulatory requirements. Collaboration with team members, continuous learning about product changes and market developments, and upholding high standards of customer service and professionalism are key aspects of the role.

Qualifications

• Strong knowledge of personal lines Insurance Brokerage operations and Insurance products, including home, auto, and other general insurance coverage.
• Proven Customer Service skills, with the ability to build trust, communicate clearly, and provide prompt, professional support to diverse clients.
• Relevant provincial insurance license (such as Level 1 or Level 2 General Insurance License in Alberta) or eligibility to obtain it within a defined timeframe.
• Experience using brokerage management systems, CRM tools, and standard office software (e.g., email, spreadsheets, and document processing).
• Strong attention to detail, organizational skills, and the ability to manage multiple client requests and deadlines effectively.