Personal Lines Insurance Advisor

Are you looking for a workplace that feels like your second home? A place where your team feels like family, and every day is filled with energy, purpose, and laughter? If so, Crossroads Insurance might be just the place for you!

We're looking for a Personal Lines & MPI Service Team ( in a multi-faceted role) Member to join our Dakota St office. This is a multifaceted role where no two days look the same - you'll provide broad Personal Lines support across new business, renewals, mid-term changes, and endorsements, while also serving as a point of contact for MPI services and walk-in traffic. If you're someone who enjoys variety, thrives in a fast-paced environment, and takes pride in delivering excellent service, we'd love to hear from you.

For over 50 years, Crossroads Insurance has been more than just an insurance brokerage, we've been a trusted partner to our clients and a welcoming, supportive workplace for our team. We believe work should be rewarding and even fun, built on connection, collaboration, and care.

What You'll Be Doing

•     Providing broad Personal Lines support, assisting in all areas as needed, including mid-term changes, endorsements, back line support, new business, and renewal servicing assists.

•     Potential of carrying up to a medium book of Personal Lines renewals based on workload needs, in line with our procedural standards for renewal advisors.

•     Completing Personal Lines new business quotes on the spot wherever possible, or within a 24-hour turnaround, using all the efficiencies and technologies available to you.

•     Serving incoming walk-in traffic, including MPI services, Personal Lines new business and servicing for current clients (such as mid-term changes), and travel health transactions.

•     Collecting and inputting claims information from customers, with proper follow-up and thorough customer service throughout.

•     Upselling and cross-selling Personal Lines new business, as well as other lines of business to incoming traffic, and promoting community involvement where relevant.

•     Acting as a flexible, multi-skilled team member who adapts to shifting workload and client demand.

•     Balancing great customer service with incoming traffic, phones, and Personal Lines servicing standards, for both current clients and new business.

•     Contributing to a respectful, positive, and team-oriented work environment, and raising any concerns with your Branch Manager promptly.

What You Bring to the Team

•     A minimum of 2 years of experience in Personal Lines insurance and MPI services

•     Level 1 General Insurance License (MPI-IWS Certified; SRE training/expertise an asset).

•     Excellent customer service, communication, presentation, and relationship-building skills.

•     A self-starter mindset - someone who initiates their day without needing direction.

•     Strong organizational skills and close attention to detail.

•     Sound judgment in balancing customer service demands with day-to-day servicing standards.

•     Flexibility, teamwork, and a collaborative, respectful approach to working with others.

•     A genuine commitment to the mutual obligations between employees and management.

Why You'll Love Working With Us

•     Competitive compensation that reflects your skills and experience.

•     Company-matching RRSP plan to support your future goals.

•     Comprehensive benefits and a Wellness Fund to help you feel your best.

•     Ongoing paid training and continuing education to keep you growing.

•     A positive, people-first team culture; where birthdays, wins, and milestones are celebrated (often with snacks!).

•     A modern, comfortable office space on Dakota St where you'll feel right at home.

If you're ready to join a workplace where your work matters, your team has your back, and fun is part of the job, then we'd love to hear from you!