Personal Insurance Advisor

3 weeks ago

Stony Plain, Canada TEEMA Solutions Group Full time

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

    3 weeks ago

    Stony Plain, Canada BrokerLink Full time

    Join 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

    3 weeks ago

    Stony Plain, Canada BrokerLink Full time

    Join 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

    3 weeks ago

    Stony Plain, Canada TEEMA Solutions Group Full time

    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...

  • Personal Insurance Advisor

    2 weeks ago

    Stony Plain, Canada BrokerLink - Eastern Ontario Region Full time

    Join 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...

  • Insurance Advisor

    6 days ago

    Stony Plain, Canada Capital Insurance Brokers Full time

    **About Us** At Capital Insurance Brokers, we believe insurance is more than just policies—it’s about building strong, lasting relationships with our clients. We are a dynamic and rapidly growing team that values collaboration, expertise, and career development. We’re dedicated to delivering personalized insurance solutions and empowering ambitious...

  • Personal Insurance Advisor

    2 hours ago

    Stony Plain, Canada BrokerLink Full time

    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 work environment is present. We want like-minded individuals who want...

  • Insurance Advisor

    1 week ago

    Stony Plain, Canada Capital Insurance Brokers Full time

    **About Us** At Capital Insurance Brokers, we believe insurance is more than just policies—it’s about building strong, lasting relationships with our clients. We are a dynamic and rapidly growing team that values collaboration, expertise, and career development. We’re dedicated to delivering personalized insurance solutions and empowering ambitious...

  • Personal Insurance Advisor

    3 weeks ago

    Stony Plain, Canada Brokerlink Inc. Full time

    Job 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

    3 weeks ago

    Stony Plain, Canada Brokerlink Inc. Full time

    Job Category: Personal and Commercial Insurance Requisition Number: PERSO007235 - Posted : November 18, 2025 - Full-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...

  • Personal Insurance Advisor — Flexible Work

    3 weeks ago

    Stony Plain, Canada BrokerLink Full time

    A leading insurance firm is seeking a Personal Insurance Advisor in Stony Plain, AB. This permanent full-time role focuses on servicing client needs and selling new policies. The ideal candidate will have a strong customer focus and a minimum of one year in personal insurance, with excellent communication skills. Join a team that values diversity and offers...