Insurance Advisor – Personal Lines & Small Commercial - 188 (Winnipeg)

Insurance Advisor – Personal Lines & Small Commercial - 188 (Winnipeg)

18 Aug
|
DGA Careers
|
Winnipeg

18 Aug

DGA Careers

Winnipeg

Are you an experienced insurance professional looking for an chance to grow your career while expanding your expertise in both personal lines and small commercial insurance?

Our client is an established, award-winning insurance brokerage with a strong reputation for providing knowledgeable, personalized advice and exceptional service. The team supports clients across a variety of insurance needs and offers an environment where motivated professionals can develop their skills and pursue growth and leadership opportunities.

On behalf of our valued client, we are currently seeking a

Insurance Advisor ( Personal Lines and Small Commercial)

to join the team. This opportunity is particularly well suited to someone who enjoys building client relationships, delivering exceptional service, and identifying opportunities to grow their insurance expertise.

For candidates interested in strengthening their small commercial insurance experience, hands-on training and development opportunities are available from the start.

What You Will Do

Sell new business and identify cross-selling opportunities

Provide ongoing service and support to personal lines clients

Respond promptly to client questions and concerns through phone, email, and in-person interactions

Provide advice regarding insurance coverage options

Assess client needs and risks to recommend appropriate coverage

Identify potential coverage gaps and calculate premiums

Enter and maintain accurate client information within the brokerage management system

Complete applications for new clients and prepare documentation for insurers

Issue insurance binders as required

Communicate with insurance companies and underwriters regarding policy changes, renewals, and new business

Follow up with adjusters regarding claims status





Update insurance summaries to reflect client-requested changes

Maintain accurate activity records and manage workload effectively

Follow established branch workflows and procedures

Required Qualifications

Alberta General Level 1 Insurance Licence

Up to 3 + years of personal lines, minimum 1 year of small commercial insurance experience

Ability to speak Punjabi is required

Proficiency with Microsoft Office 365

Experience with Epic is considered an asset

Ability to multitask, problem-solve, think critically, and remain detail-oriented in a fast-paced environment

Strong written and verbal communication skills

Commitment to providing prompt and exceptional customer service

Effective time-management and organizational skills

Strong attention to accuracy, consistency, and reliability

Ability to establish positive rapport with clients and colleagues

What the Company Offers The organization provides a competitive compensation and benefits package designed to support employees both professionally and personally, including:

Minimum 4 weeks of vacation to start

Statutory and observed holidays off

Health spending account

Full health and dental benefits

Paid birthday off

Monthly employee gift-card draws

Monthly birthday lunches

RRSP contribution

Opportunities for professional growth and internal promotion

This is an excellent opportunity for an insurance professional who enjoys client service, wants exposure to both personal and commercial lines, and is interested in continuing to develop within a supportive brokerage environment.

About the Brokerage: With a legacy since 2009, this leading insurance brokerage looks to provide expert guidance in selecting optimal insurance products. As a multi-award-winning brokerage, they value excellence and invite individuals who share our commitment.

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📌 Insurance Advisor – Personal Lines & Small Commercial - 188 (Winnipeg)
🏢 DGA Careers
📍 Winnipeg

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