01 Aug
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Personal Lines Advisor (Term) - One Insurance Group
|
Winkler
01 Aug
Personal Lines Advisor (Term) - One Insurance Group
Winkler
Become a Personal Lines Advisor with ONE Insurance Group in Winkler, Manitoba. Provide expert guidance on personal insurance to clients while achieving growth and retention goals.
In this term position, you will report directly to the Regional Manager and focus on delivering tailored insurance solutions for existing and new clients. Building a strong rapport is vital for success, and familiarity with ONE Insurance’s other offerings will enable effective cross-selling. You will manage your Personal Lines Book of Business, ensuring all policies align with client needs.
Key Responsibilities:
• Achieve growth and sales targets annually
• Prospect and convert recent customer leads
• Retain and manage assigned Personal Lines Book
• Review coverage options and perform annual policy evaluations
• Support Autopac transactions and related tasks
Requirements:
• Minimum two years in personal lines insurance
• Current Level 2 or 3 Manitoba Insurance License
• Familiarity with EPIC software is a plus
• Ability to multitask with strong attention to detail
• Positive team-oriented communication skills
Elevate client experiences by delivering personalized insurance solutions with ONE Insurance in Winkler.
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📌 Term Personal Lines Advisor in Winkler
🏢 Personal Lines Advisor (Term) - One Insurance Group
📍 Winkler