Level 2 Insurance Broker
- AB, Canada
- Edmonton, AB, Canada
Full-time
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Job details
- Job type
- Full-time
- Apply by
- Posting language
- English
- Posted
Original job description
Company Description MyBrokers is a transparent insurance brokerage specializing in both commercial and personal insurance for clients In Alberta, BC & Ontario. The organization is dedicated to protecting clients’ lives and assets by working for them, not for insurance companies. MyBrokers collaborates with more than 120 leading insurance partners, enabling competitive rates, bundled discounts, and a wide range of coverage options. Team members are encouraged to understand how insurance supports personal and business liabilities, and to help clients make informed decisions through clear communication and education.
Role Description The Level 2 Insurance Broker role at MyBrokers is a full-time, on-site position based in Edmonton, AB. In this role, the broker will advise personal clients on suitable insurance products, assess coverage needs, and prepare tailored quotes. Day-to-day responsibilities include reviewing policies, processing renewals and endorsements, handling inquiries, and supporting claims guidance where appropriate. The broker will build and maintain strong client relationships, provide clear explanations of policy terms, and ensure a high standard of service throughout the insurance lifecycle. Collaboration with insurance partners, accurate documentation, and adherence to regulatory and compliance requirements are key aspects of this role.
Qualifications
- Candidates should possess strong skills in EPIC and Insurance, with experience advising on personal lines.
- Candidates should possess foundational Policy knowledge to analyze coverage options, premiums, and risk-related considerations.
- Candidates should possess excellent Customer Service skills, including active listening, problem solving, and relationship building.
- Valid Level 2 insurance license (or equivalent provincial designation) in Alberta.
- Previous experience in an insurance brokerage & EPIC
- Strong written and verbal communication skills, with attention to detail and accuracy in documentation.
- Proficiency with brokerage management systems and common office software tools.
- Ability to work in an on-site team environment, manage multiple priorities, and meet deadlines.
More about this job
Responsibilities
Advise personal insurance clients, assess their coverage needs, prepare tailored quotes, and manage policy reviews, renewals, endorsements, inquiries, and appropriate claims guidance. Build strong client relationships through clear explanations and high-quality service while collaborating with insurance partners and maintaining accurate, compliant documentation.
Requirements
Candidates must hold a valid Alberta Level 2 insurance license or equivalent provincial designation and have experience advising on personal lines, including experience in an insurance brokerage and with EPIC. They should have foundational policy knowledge, strong customer service and communication skills, accurate documentation habits, proficiency with brokerage systems and office software, and the ability to manage priorities and deadlines in an on-site team environment.
Skills
- EPIC
- Personal Lines Insurance
- Insurance Policy Knowledge
- Coverage Assessment
- Quote Preparation
- Policy Reviews
- Renewals Processing
- Endorsements Processing
- Customer Service
- Active Listening
- Problem Solving
- Relationship Building
- Written Communication
- Verbal Communication
- Documentation Accuracy
- Regulatory Compliance
Visa sponsorship
Not detected in the job text
Categories
- Customer Service & Support
- Sales
- Finance & Accounting
Keywords
- EPIC
- Insurance Brokerage
- Personal Lines Insurance
- Level 2 Insurance License
- Alberta Insurance
- Policy Knowledge
- Coverage Options
- Premiums
- Risk Assessment
- Insurance Quotes
- Policy Reviews
- Renewals
- Endorsements
- Claims Guidance
- Customer Service
- Client Relationships
- Insurance Partners
- Regulatory Compliance
- Documentation
- Brokerage Management Systems
- Office Software
- Communication
- Problem Solving