Insurance Advisor – Personal Lines & Commercial

Are you an experienced insurance professional looking for an opportunity to grow your career while expanding your expertise in both personal lines and small commercial insurance?

Our client is an established, award-winning insurance brokerage with a strong reputation for providing knowledgeable, personalized advice and exceptional service. The team supports clients across a variety of insurance needs and offers an environment where motivated professionals can develop their skills and pursue growth and leadership opportunities.

On behalf of our valued client, we are currently seeking a Insurance Advisor ( Personal Lines and Small Commercial) to join the team. This opportunity is particularly well suited to someone who enjoys building client relationships, delivering exceptional service, and identifying opportunities to grow their insurance expertise.

For candidates interested in strengthening their small commercial insurance experience, hands-on training and development opportunities are available from the start.

• Sell new business and identify cross-selling opportunities
• Provide ongoing service and support to personal lines clients
• Respond promptly to client questions and concerns through phone, email, and in-person interactions
• Provide advice regarding insurance coverage options
• Assess client needs and risks to recommend appropriate coverage
• Identify potential coverage gaps and calculate premiums
• Enter and maintain accurate client information within the brokerage management system
• Complete applications for new clients and prepare documentation for insurers
• Issue insurance binders as required
• Communicate with insurance companies and underwriters regarding policy changes, renewals, and new business
• Follow up with adjusters regarding claims status
• Update insurance summaries to reflect client-requested changes
• Maintain accurate activity records and manage workload effectively
• Follow established branch workflows and procedures

• Alberta General Level 1 Insurance Licence
• Up to 3 + years of personal lines, minimum 1 year of small commercial insurance experience
• Ability to speak Punjabi is required
• Proficiency with Microsoft Office 365
• Experience with Epic is considered an asset
• Ability to multitask, problem-solve, think critically, and remain detail-oriented in a fast-paced environment
• Strong written and verbal communication skills
• Commitment to providing prompt and exceptional customer service
• Effective time-management and organizational skills
• Strong attention to accuracy, consistency, and reliability
• Ability to establish positive rapport with clients and colleagues

The organization provides a competitive compensation and benefits package designed to support employees both professionally and personally, including:

• Minimum 4 weeks of vacation to start
• Statutory and observed holidays off
• Health spending account
• Full health and dental benefits
• Paid birthday off
• Monthly employee gift-card draws
• Monthly birthday lunches
• RRSP contribution
• Opportunities for professional growth and internal promotion

This is an excellent opportunity for an insurance professional who enjoys client service, wants exposure to both personal and commercial lines, and is interested in continuing to develop within a supportive brokerage environment.

With a legacy since 2009, this leading insurance brokerage looks to provide expert guidance in selecting optimal insurance products. As a multi-award-winning brokerage, they value excellence and invite individuals who share our commitment.