Level #2 Licensed Insurance Advisor

3 weeks ago


Canada One Insurance Group Full time

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 experienced insurance professionals to join our growing team. 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 suit 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:
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; Maintain Accounts Receivable and provide claims assistance, involving the Claims Coordinator, as required.
Provide immediate support with Autopac transactions and other duties as required.
Minimum one (1) year of industry experience managing a Personal Lines book of business
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
We are a leading insurance brokerage with 28 branches, located either a short drive from Winnipeg or within the city. Each branch is exciting, unique, and provides a customer focused ONE Insurance family atmosphere.
a pension plan, benefits with premiums paid by company (you only pay STD & LTD premiums), industry leading training, continuing education, and competitive compensation programs. Our engaging staff demonstrate ONE Insurance’s core values each day – positive attitude, integrity, honesty, trust, teamwork and accountability.
Human Resources at ONE Insurance Group
Unit A -3549 Pembina Highway



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