Private Client Insurance Advisor - Personal Lines (Hybrid)

Kibbi Technologies Inc.; Winnipeg; On-site; CAD 70,000 - 100,000; Full time

Benefits offered by this job

Opportunity for Growth

Modern Workspace

Technology-Driven Culture

Comprehensive Benefits

Supportive Team

Job summary

Summit is seeking a Personal Lines Insurance Advisor to advise clients on home, auto, and specialty properties across provinces. You will assess risks, secure favorable terms with insurers, and manage the policy lifecycle from quote to renewal.

Join a technology-driven, growth-oriented team with a hybrid work model at modern offices in Kelowna and Winnipeg, offering comprehensive benefits and a supportive culture.

Qualifications

• 2+ years of personal lines experience is an asset.
• License requirements include CAIB 1–3; RIBO is a plus to obtain within 3 months.

Responsibilities

• Advise clients on personal lines and automobile coverage across provinces.
• Assess client risks and negotiate with insurers for best coverage and pricing.
• Manage the policy lifecycle including quotes, bindings, renewals and changes.
• Identify workflow improvements and cross-selling opportunities.

Skills

Personal lines insurance

Client relationship management

Risk assessment

Education

CAIB 1–3 certification

RIBO license (asset)

Tools

Hubspot

Acturis

Job description

Summit is seeking a Personal Lines Insurance Advisor to advise clients on home, auto, and specialty properties across provinces. You will assess risks, secure favorable terms with insurers, and manage the policy lifecycle from quote to renewal.

Join a technology-driven, growth-oriented team with a hybrid work model at modern offices in Kelowna and Winnipeg, offering comprehensive benefits and a supportive culture.