Personal lines Insurance Advisor

Insurance Brokers Association of BC; Town of Thompson (NY); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Competitive salary and performance incentives

Comprehensive benefits package

Continuing education and professional development support

Friendly, supportive work environment

Opportunities for career growth within our brokerage

Job summary

Insurance Brokers Association of BC is looking for a Level 1 Licensed Insurance Advisor to provide tailored insurance solutions while ensuring compliance and maintaining client relationships. This role emphasizes a strong knowledge of personal insurance products and serves clients through phone, email, and in-person consultations.

The ideal candidate will have a minimum of 6 months experience in personal lines and excellent communication skills. The position offers a competitive salary, performance incentives, and opportunities for professional development.

Qualifications

• Minimum 6 months of experience in personal lines.
• Proven ability to build and maintain client relationships.

Responsibilities

• Advise clients on personal insurance products.
• Process new applications, renewals, endorsements, and cancellations.
• Ensure compliance with industry regulations and company policies.

Skills

Excellent communication and interpersonal skills

Strong knowledge of insurance products and industry regulations

Detail-oriented with strong organizational skills

Education

Level 1 General Insurance License

Tools

Microsoft Office

Applied insurance management systems

Job description

Overview

At Mid Valley Okanagan Insurance Agencies Ltd, we pride ourselves on delivering personalized insurance solutions with exceptional service. We’re a trusted brokerage serving our community with home, auto, commercial, and specialty insurance products. Our team is passionate, knowledgeable, and committed to helping clients protect what matters most.

Position Overview We are seeking a Level 1 Licensed Insurance Advisor to join our dynamic team. In this role, you will work directly with clients to assess their insurance needs, provide tailored recommendations, and ensure their policies offer the right coverage at competitive rates. This is an exciting opportunity for someone who thrives in a client-focused, fast-paced environment and values long-term relationships.

Responsibilities

• Advise clients on personal insurance products
• Review, analyze, and recommend coverage options to meet client needs
• Process new applications, renewals, endorsements, and cancellations
• Provide professional, timely service by phone, email, and in-person
• Ensure compliance with industry regulations and company policies
• Maintain accurate client records in our management system
• Collaborate with team members to achieve sales and service goals

Qualifications

• Level 1 General Insurance License (mandatory)
• Minimum 6 months experience in personal lines
• Strong knowledge of insurance products and industry regulations
• Excellent communication and interpersonal skills
• Proven ability to build and maintain client relationships
• Proficient in Microsoft Office and insurance management systems (e.g., Applied)
• Detail-oriented with strong organizational skills

Benefits

• Competitive salary and performance incentives
• Comprehensive benefits package
• Continuing education and professional development support
• Friendly, supportive work environment
• Opportunities for career growth within our brokerage

How To Apply

If you are a dedicated insurance professional looking for your next career move, we’d love to hear from you. Please send your resume and cover letter to [e-mail] with the subject line “Insurance Advisor Level 2”