Advise personal insurance clients from ONE Insurance's St. James Branch while managing coverage options, sales objectives, and client relationships.
As a Personal Lines Advisor, you will counsel existing, assigned, and new clients on individual coverage needs. You will manage a Personal Lines book of business, prospect opportunities, and become familiar with other insurance lines for cross-selling. The position reports to the Regional Manager and supports Autopac transactions.
Key Responsibilities:
- Provide professional counsel on personal lines insurance coverage
- Build rapport with existing, assigned, and new clients
- Prospect customers, action leads, and achieve sales objectives
- Manage assigned book requirements, policies, cancellations, and retention
- Place coverage and perform annual coverage reviews
Requirements:
- Minimum two years managing a Personal Lines book preferred
- Current Level 2 or 3 Manitoba Insurance License
- Full CAIB designation considered a strong asset
- Other insurance lines or EPIC familiarity considered assets
- Organized, efficient, communicative, flexible, and detail oriented
Bring personal lines expertise, Manitoba licensing, and client-focused communication to ONE Insurance's St. James advisory team.
Personal Lines Insurance Advisor employer: Insurance Brokers Association of Manitoba
Brio Steinbach is an exceptional employer that prioritizes the growth and well-being of its employees. With a comprehensive compensation package that includes health benefits, an employer-matched pension, and performance bonuses, the company fosters a supportive and collaborative work culture that encourages ongoing education and professional development. Located in Steinbach, this role offers a unique opportunity to lead a dedicated team while making a meaningful impact on client service and community engagement.
Contact Details:
Insurance Brokers Association of Manitoba Recruitment Team
