Personal Insurance Advisor
23 hours ago
We are seeking an experienced and client-focused Personal Lines Account Manager to join our growing team. This role is responsible for building and maintaining strong client relationships, providing exceptional service, and ensuring that clients’ personal insurance needs are met with professionalism and care.
The Account Manager will act as a trusted advisor to clients, supporting them with policy servicing, renewals, coverage reviews, and claims guidance.
Key Responsibilities
Client Service & Retention
Manage a portfolio of personal lines clients, providing excellent day-to-day service.
Conduct proactive renewal reviews and identify opportunities for coverage improvements.
Provide professional advice and guidance on coverage, policy changes, and claims processes.
Identify and pursue cross-sell and upsell opportunities within existing client accounts.
Support the brokerage in meeting retention and growth targets.
Policy Administration
Process endorsements, renewals, cancellations, and new applications accurately and on time.
Ensure all client files are compliant, and documentation is completed according to industry standards and brokerage procedures.
Maintain up-to-date knowledge of insurer products, underwriting guidelines, and market trends.
Work closely with insurance company partners to secure competitive solutions for clients.
Support team members with workload sharing during peak times.
Participate in team meetings, training sessions, and continuous improvement initiatives.
Qualifications and Education Requirements
Exceptional communication and interpersonal skills.
Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment.
Detail-oriented with a high level of accuracy.
Proven ability to build long-term client relationships with a customer-first mindset.
Level 1 (minimum) or Level 2 General Insurance License in Alberta.
Completed or working toward CAIB, CIP, CRM, or other industry designations (preferred).
Minimum 3 years’ experience in personal lines insurance account management.
Strong knowledge of personal lines products (home, auto, condo, tenant, recreational, etc.).
Experience with broker management systems (EPIC) is an asset.
Why MKM Insurance?
Competitive compensation package.
Comprehensive health and dental benefits.
Paid continuing education and licensing support.
Opportunities for career growth within a dynamic, expanding brokerage.
A supportive, team-oriented culture that values integrity, professionalism, and client care.
#J-18808-Ljbffr
-
Personal Insurance Advisor
1 week ago
Stony Plain, Canada TEEMA GROUP Full time**Job Summary** Personal Insurance Advisor TEEMA GROUP Full-time In-Office | Stony Plain, AB, Canada **OVERVIEW** We are seeking an experienced and client-focused **Personal Lines Account Manager** to join our growing team. This role is responsible for building and maintaining strong client relationships, providing exceptional service, and ensuring...
-
Personal Insurance Advisor
1 day ago
Stony Plain, Canada BrokerLink Full timeJoin to apply for the Personal Insurance Advisor role at BrokerLink. Being a part of BrokerLink means you live our values: to act with integrity, be respectful of others, have a customer‑driven mindset, strive for excellence and always treat others with generosity. These values drive our diversity and inclusion efforts to ensure a respectful and inclusive...
-
Personal Insurance Advisor
1 day ago
Stony Plain, Canada TEEMA Solutions Group Full timeWe are seeking an experienced and client-focused Personal Lines Account Manager to join our growing team. This role is responsible for building and maintaining strong client relationships, providing exceptional service, and ensuring that clients’ personal insurance needs are met with professionalism and care. The Account Manager will act as a trusted...
-
Personal Insurance Advisor
4 weeks ago
Stony Plain, Canada BrokerLink - Eastern Ontario Region Full timeJoin to apply for the Personal Insurance Advisor role at BrokerLink - Eastern Ontario Region. We are looking for a high‑performing, customer‑focused individual to join our Personal Insurance team from the Stony Plain branch on a full‑time, permanent basis. Employees promises and perks Flexible health and dental insurance benefits package Personal...
-
Personal Insurance Advisor
1 day ago
Stony Plain, Canada Brokerlink Inc. Full timeJob Category: Personal and Commercial Insurance Requisition Number: PERSO007235 Posted : November 18, 2025Full-Time Locations Showing 1 location Description Being a part of BrokerLink, means you live our values: to act with integrity, be respectful of others, have a customer-driven mindset, strive for excellence and always treat others with generosity. These...
-
Personal Insurance Advisor
1 day ago
Stony Plain, Canada Brokerlink Inc. Full timeA leading insurance provider in Stony Plain seeks a Personal Insurance Advisor. The role involves advising clients on insurance matters, selling policies, and providing excellent customer service. Candidates should have at least 2 years of sales experience and strong communication skills. A flexible work environment and various perks are offered, including...
-
Personal Lines Insurance Advisor — Commission
3 weeks ago
Stony Plain, Canada Drayden Insurance Ltd. Full timeA reputable insurance brokerage company in Stony Plain is seeking a Personal Lines Account Manager to enhance client relationships and meet sales goals. You will assist clients with their insurance needs, provide quotes, and sell policies, while maintaining strong ties with the local community. A Level 1 General Insurance license is required, along with...
-
Personal Lines Insurance Advisor — Commission
3 weeks ago
Stony Plain, Canada Drayden Insurance Ltd. Full timeA reputable insurance brokerage company in Stony Plain is seeking a Personal Lines Account Manager to enhance client relationships and meet sales goals. You will assist clients with their insurance needs, provide quotes, and sell policies, while maintaining strong ties with the local community. A Level 1 General Insurance license is required, along with...
-
Stony Plain, Canada BrokerLink Full timeA leading insurance provider is seeking a Personal Insurance Advisor to join their team in Stony Plain. The successful candidate will provide top-tier customer service, handle client inquiries, and sell new policies. This position offers a competitive compensation package, extensive benefits, and a dynamic work environment. Ideal candidates have at least 2...
-
Personal Insurance Advisor — Client Growth
4 weeks ago
Stony Plain, Canada BrokerLink - Eastern Ontario Region Full timeA leading insurance firm is seeking a Personal Insurance Advisor for its Stony Plain branch. The role is full-time and responsible for servicing client needs and selling policies. Applicants should have strong customer focus, excellent communication skills, and ideally 2 years of sales experience. This position also offers a competitive compensation package,...
