Personal Lines Advisor at ONE Insurance Group
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Join ONE Insurance Group as a Personal Lines Advisor in Selkirk, Manitoba, where you will provide professional insurance advice and develop strong client rapport. Maximize your impact on clients' insurance coverage decisions. As a vital member of the team, you will report to the Regional Manager and focus on meeting and exceeding established growth objectives for your book of business. Your role includes client retention, policy management, and the ability to cross-sell. Emphasizing organization and effective communication, you will create an environment of trust and customer satisfaction. Key Responsibilities:
- Drive growth in your assigned Personal Lines Book of Business
- Handle prospecting and client follow-up activities
- Conduct annual reviews of client insurance coverage
- Provide immediate support with Autopac and related duties
- Cultivate solid relationships with clients for optimal satisfaction
- Minimum two years in personal lines management
- Current Level 2 or 3 Manitoba Insurance License
- Familiarity with EPIC is beneficial
- Strong organization and multitasking skills
- Effective communicator with a collaborative mindset