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Salary $55,000- $60,000 + Commissions. As a Personal Insurance Advisor, you’ll be responsible for providing exceptional insurance advice and service to our clients while growing and retaining a book of business./

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Full-time/

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/Compensation: Salary $55,000- $60,000 + Commissions/

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/Vacation: Yes/

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About the opportunity:

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As a Personal Insurance Advisor, you’ll be responsible for providing exceptional insurance advice and service to our clients while growing and retaining a book of business. You’ll build strong client relationships, understand their insurance needs, recommend appropriate solutions, and ensure clients receive a high level of ongoing care./

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Client Service & Advice

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- Service ongoing client needs, provide professional insurance advice, conduct needs assessments, recommend appropriate solutions, and respond to client inquiries.

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- Build and maintain strong, long-term relationships with clients through proactive and personalized service.

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- Conduct client care calls and proactively identify opportunities to review and improve clients’ insurance programs.

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- Review renewals with clients, identify coverage gaps and opportunities, and recommend appropriate changes.

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- Act as a trusted advisor and primary point of contact for clients, taking ownership of their insurance needs.

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- Sell new policies and write new business for existing and prospective clients while retaining and growing the existing book of business.

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- Handle inbound new business inquiries, provide quotes and coverage recommendations, and follow up with prospects to convert opportunities into new clients.

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- Generate new business through inbound calls, client referrals, introductory letters, walk-in clients, and other brokerage initiatives.

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- Identify and pursue cross-selling and account-rounding opportunities within the existing client base.

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- Meet or exceed established new business, retention, and revenue targets.

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- Actively contribute to the growth and profitability of the personal insurance portfolio.

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Policy Administration

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- Prepare documentation for insurers and complete applications accurately and efficiently.

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- Issue insurance certificates, process policy changes, and complete other policy transactions.

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- Review and process renewals in a timely manner.

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- Maintain accurate and up-to-date client and policy information within the brokerage management system.

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- Process accounts receivable activities and follow up on outstanding client balances as required.

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- Ensure all documentation and transactions are completed in accordance with brokerage and insurer procedures.

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Insurance & Industry Knowledge

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- Communicate with underwriters and claims adjusters regarding policy coverage, underwriting guidelines, claims, and client-specific situations.

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- Maintain current knowledge of insurer products, coverage options, underwriting guidelines, markets, and brokerage procedures.

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- Keep current on changes to underwriting rules, insurer guidelines, products, and workflow processes.

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- Stay informed about industry developments that may affect clients and the brokerage.

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- Actively participate in training, professional development, and continuing education initiatives.

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- Maintain all required licensing and professional qualifications.

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Team & Community

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- Work collaboratively with colleagues and provide guidance and assistance as requested.

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- Contribute to a positive, professional,



and team-oriented workplace.

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- Participate in community marketing, networking, and business-development initiatives.

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- Represent the brokerage professionally at community events, client functions, and other business-development opportunities.

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- Demonstrate a commitment to the brokerage’s clients, team, and overall success.

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What we're looking for

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- Strong knowledge of personal lines products, coverage, and underwriting practices.

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- Excellent communication and relationship-building skills.

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- Strong sales and business-development skills with a client-first approach.

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- Ability to identify client needs and confidently recommend appropriate insurance solutions.

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- Strong organizational skills and attention to detail.

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- Ability to manage competing priorities and meet deadlines.

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- Comfortable handling inbound sales opportunities and following up with prospective clients.

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- Skilled, positive, and team-oriented attitude.

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- Commitment to providing an exceptional client experience.

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What success looks like

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- Clients view you as a trusted insurance advisor and first point of contact.

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- You consistently retain and strengthen your existing book of business.

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- You effectively convert inbound inquiries and referrals into new business.

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- You identify and act on cross-selling and account-rounding opportunities.

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- You consistently meet or exceed agreed-upon sales, retention, and revenue targets.

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- You provide timely, accurate, and professional service to clients and insurers.

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- You stay current with insurer products, underwriting guidelines, and industry changes.

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- You contribute positively to the team and actively participate in brokerage and community initiatives.

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- You take ownership of your clients, your book of business, and your results.

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