Personal Insurance Advisor
Core
Manage and grow a book of personal lines business, providing clients with coverage recommendations across home, auto, and travel insurance.
Role type
Personal Insurance Advisor
Builds
Personal insurance policies and coverage solutions for individual clients
Domain
Insurance brokerage
Deliverable
client delivery
Required skills
Active Level 1 Alberta General Insurance License, personal lines brokerage experience, broker management system proficiency, product knowledge of home/auto/travel insurance, claims reporting support, negotiation with underwriters
Preferred skills
Level 2 General Insurance License, EPIC system experience, CAIB or CIP designation
Technologies
EPIC
Responsibilities
Manage renewals, endorsements, new business, and policy changes; conduct account reviews and recommend coverage adjustments; respond to client inquiries via phone and email; pursue cross-sell and account rounding opportunities; monitor expiry lists and follow up for retention; liaise with insurer underwriters to obtain quotes and negotiate terms; support clients through the claims reporting process; maintain accurate client records and policy documentation
Seniority
Mid-level, hands-on IC