Personal Insurance Advisor
- Edson, AB, Canada
Full-time
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Job details
- Job type
- Full-time
- Experience
- Department Business OperationsRequired Experience: 2-5 years of relevant experienceRequired Travel: No Travel Required
- Posting language
- English
- Posted
Original job description
Ignite your potential. Impact what matters.
Hi, we're HUB–a network of doers with diverse stories and a shared goal to support our clients and communities. To do it, we believe in supporting each other, because great work happens when people come together, and that means building a team where anyone can spark an idea, and where everyone can make a difference. Where pushing ourselves forward helps us give more to others.
When you partner with us, you're at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world with tailored solutions and unrelenting advocacy – so you're ready for tomorrow.
The Opportunity:
As a Personal Insurance Advisor at HUB, you are the first point of contact for clients looking to protect what matters most to them – their home, their vehicle, and everything in between. This is a client-facing role where you will manage an active book of business, handle new client inquiries, process renewals, and make sure every client leaves the conversation with the right coverage and a clear understanding of what they have.
This is a full-time, in-office role based in Edson, Hinton or Jasper. It is a fast-paced environment with a steady volume of client interactions, and it suits someone who is organized, technically accurate, and genuinely good with people.
What You’ll Do:
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
What We're Looking For:
Active Level 1 General Insurance License or willingness to obtain is required
Experienced candidates will bring 1-2+ years in personal lines (home, auto, travel); candidates newer to the industry are encouraged to apply if they have a strong service background and are committed to building their insurance career
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
Experience with a broker management system (Applied Epic or similar) is an asset
Comfortable working in a high-volume, client-driven environment where priorities shift throughout the day
Why Join HUB?
An exceptional, welcoming, and inclusive company culture
Excellent compensation, benefits, RRSP match, referral incentives, and company perks
Work flexibility
Paid educational training and vast learning opportunities
Room for advancement and growth within the organization
Paid day off for your birthday–we want to celebrate you!
What makes us different than all the rest?
Our Vision: To be everywhere risk exists – today and tomorrow. Helping protect what matters most.
Our Mission: To protect and support the aspirations of individuals, families, and businesses. To empower our employees to learn, grow and make a difference in their communities.
Our Core Values:
Entrepreneurship: We encourage innovation and educated risk-taking
Integrity: We do the right thing every time
Teamwork: We work together to maximize results
Accountability: We measure and take responsibility for outcomes
Service: We serve clients, communities, and colleagues
Ready to join HUB and build a career in a rapidly growing industry? Apply today for the Personal Insurance Advisor opportunity!
Department Business OperationsRequired Experience: 2-5 years of relevant experienceRequired Travel: No Travel RequiredWe endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team HUBRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
More about this job
Responsibilities
The Personal Insurance Advisor manages an active book of business by handling new client inquiries, processing renewals, and providing tailored insurance coverage. They are responsible for identifying coverage gaps, maintaining accurate client records, and ensuring professional service in a fast-paced environment.
Requirements
Candidates must hold an active Level 1 General Insurance License or be willing to obtain one. A strong service background is required, with 1-2+ years of experience in personal lines preferred.
Skills
- Personal Lines Insurance
- Client Relations
- Policy Quoting
- Policy Binding
- Renewals
- Risk Assessment
- Broker Management Systems
- Applied Epic
- Communication
- Attention To Detail
- Problem Solving
- Insurance Coverage Analysis
Benefits
- Health Insurance
- RRSP Match
- Referral Incentives
- Company Perks
- Paid Educational Training
- Birthday Paid Day Off
Visa sponsorship
Not detected in the job text
Categories
- Finance & Accounting
- Customer Service & Support
- Sales
Keywords
- Personal Insurance
- Insurance Advisor
- General Insurance License
- Habitational Insurance
- Automobile Insurance
- Travel Insurance
- Broker Management System
- Applied Epic
- Client Advocacy
- Risk Management
- Policy Endorsements
- Customer Service
- Insurance Industry