Personal Insurance Advisor
On-siteEdson, Alberta, Canada
Job Summary
Advise new and existing clients on personal lines coverage, including habitational, automobile, and travel insurance. Quote, bind, and process new policies and endorsements accurately and in a timely manner. Conduct renewals and proactively reach out to clients to review their coverage as their needs change. Identify gaps in coverage and recommend appropriate solutions, including bundling opportunities. Handle client inquiries, policy changes, and coverage questions with professionalism and efficiency. Maintain accurate client records and documentation in the broker management system. Work collaboratively with your team and escalate complex or high-risk files appropriately. Stay current on product knowledge, carrier appetite, and industry changes. This is a full-time, in-office role in Hinton, AB, suitable for someone organized and technically accurate.
Required Qualifications
- Active Level 1 General Insurance License or willingness to obtain
- 1-2+ years in personal lines (home, auto, travel)
- Solid working knowledge of personal lines products and coverage fundamentals
- Strong attention to detail with the ability to manage multiple client files simultaneously without errors
- Clear, confident communication skills: you can explain coverage in plain language and handle a difficult conversation with professionalism
- Comfortable working in a high-volume, client-driven environment where priorities shift throughout the day
Desired Qualifications
- Experience with a broker management system (Applied Epic or similar)
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