Personal Lines Advisor - St. James
- Winnipeg, MB, Canada
Full-time
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Job details
- Job type
- Full-time
- Apply by
- Posting language
- English
- Posted
Original job description
ONE Insurance has proudly served the insurance needs of customers across Manitoba for over 70 years. We have earned our customers’ trust by providing the guarantee of exceptional insurance products along with exceptional service. We are seeking an experienced insurance professional to join our growing team.
About this Opportunity:
Reporting to the Regional Manager, our Personal Insurance Advisor’s primary responsibility is to provide outstanding and professional counsel to our clients on their personal lines of insurance. Building solid rapport with existing, assigned, and new clients is essential while providing coverage options that suite their individual needs. The successful candidate will also become familiar with ONE Insurance’s other lines of business in order to cross-sell our wide variety of products/services to our clients.
Performance Objectives:
- Achieve annually established individual growth and sales objectives
- Prospect new customers and opportunities, action all leads
- Ensure the retention and growth of assigned Personal Lines Book of Business; ensuring all customer and Book management requirements are managed and reviewing all new policies and cancellations.
- Place coverage with insurance markets while handling the required day to day work and paper flow; performing annual coverage reviews including outlining additional coverage availability
- Provide immediate support with Autopac transactions and other duties as required
Qualifications/Skills:
- Minimum two (2) years of industry experience managing a Personal Lines book of business is preferred
- Current Level 2 or 3 Manitoba Insurance License (full CAIB designation is considered a strong asset)
- Experience with other lines of insurance (Autopac, Farm, Commercial etc.) is considered an asset
- Familiarity with EPIC is considered an asset
- Organized and efficient with strong attention to detail and the ability to multitask
- Flexibility and a positive team player approach with effective communication skills
What makes us the ONE to choose?
- We are a leading insurance brokerage with 29 branches, located either a short drive from Winnipeg or within the city. Each branch is exciting, unique, and provides a customer focused ONE Insurance team atmosphere.
- We provide it all; a matching RRSP/DPSP plan, benefits with premiums paid partially by the company, industry leading training, continuing education, and competitive compensation programs. We even provide you with a book of business!
- We like to work with the best! Our engaging staff demonstrate ONE Insurance’s core values each day – Stay Curious, Take Ownership, Work as ONE Team.
Ready to Apply? We are excited to meet you! We are accepting applications until end of day: November 30, 2026.
More about this job
Responsibilities
The Personal Lines Advisor at One Insurance Group Ltd. will advise clients on personal insurance coverage and build relationships with them. The role also prospects for new customers, manages policies and renewals, and handles Autopac transactions.
Requirements
Candidates need a Manitoba Level 2 or 3 insurance licence and ideally two years managing a personal lines book. Experience with other lines such as Autopac, farm or commercial, and familiarity with EPIC, are assets.
Skills
- Personal lines insurance
- Autopac transactions
- Insurance coverage advising
- Prospecting and lead follow-up
- Policy renewals and cancellations
- Cross-selling insurance products
- Coverage placement with insurance markets
- Annual coverage reviews
- EPIC
- Farm insurance
- Commercial insurance
- Attention to detail
- Multitasking
- Customer service
- Sales target achievement
Benefits
- Matching RRSP/DPSP plan
- Partially company-paid benefits
- Industry-leading training
- Continuing education
- Book of business
Categories
- Insurance
- Sales
- Customer Service & Support
- Finance & Accounting
Keywords
- Personal Lines
- Insurance Advisor
- Insurance Sales
- Autopac
- Insurance Brokerage
- Manitoba Insurance Licence
- CAIB
- EPIC
- Cross-selling
- Book of Business
- Client Retention
- Farm Insurance
- Commercial Insurance
- Winnipeg
- St. James
- Insurance Broker
Seniority
Mid level
Perks
- Retirement plan
- Paid training
Licences and certifications
- CAIB
Tools
- EPIC
- Autopac
Languages
- English