Personal Lines Advisor

6 days ago


Edmonton, Alberta, Canada Lloyd Sadd Full time

**Job Description**

As a Personal Insurance Advisor, you will play a critical role in delivering exceptional client experiences and driving business growth. Your key responsibilities will include:

  • Maintaining extensive knowledge of various insurance products and collaborating with team members to provide superior customer service.
  • Working closely with advisors on all aspects of client service, marketing, and renewal.
  • Ensuring accurate and timely servicing and billing of accounts.
  • Participating in growth initiatives on behalf of the Personal Insurance department.

**Required Skills and Qualifications**

  • 2-4 years of personal lines experience and EPIC brokerage software preferred.
  • Level 2 General Insurance license strongly preferred.
  • Solid mentorship skills and teaming capability.
  • A well-defined sense of diplomacy and business acumen with a focus on customer service and the overall client experience.


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