Senior Personal Insurance Advisor
4 weeks ago
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 Leader this position is responsible for serving customers in person, online and via telephone to fulfill their insurance needs. You are responsible for counseling and assessing risk for customers for Personal Lines policies and providing minimal Autopac assistance as needed. You must possess a strong knowledge of insurance markets/portals, products and pricing to properly match a client’s risk with the correct product. Works directly with company underwriters and places business using a high level of judgement and risk assessment skill. In this position, you will be a resource to co-workers for personal lines knowledge. You are a brand ambassador and in charge of delivering superior customer service experience. Judgement, integrity, teamwork, professionalism and passion are key components of this position.
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 support with Autopac transactions and other duties as required
Qualifications/Skills:
- Minimum of 3-5 years prior experience as an Insurance Broker managing a large 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 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.
- We provide it all; a pension plan, benefits with premiums paid by company (you only pay STD & LTD premiums), 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 – positive attitude, integrity, honesty, trust, teamwork and accountability.
This is your opportunity to bring your skills and passion for clients to a career with a progressive and well-respected company Please note that reasonable accommodation is available during the recruitment process.
Ready to Apply? We are excited to meet you
Human Resources at ONE Insurance Group
Unit A -3549 Pembina Highway
Winnipeg, MB Manitoba R3V 1L4
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