Personal Insurance Advisor (Red Deer)

Personal Insurance Advisor (Red Deer)

04 Nov
|
HUB International
|
Red Deer

04 Nov

HUB International

Red Deer

The Opportunity HUB International is looking for a Personal Insurance Advisor to join our Red Deer team. In this role, you will manage and grow a book of personal lines business, providing clients with coverage recommendations across home, auto, and travel insurance. You bring a service-first mindset, strong attention to detail, and the kind of product knowledge that helps clients make confident decisions about their coverage. This is a part-time role, working 3 days per week out of our Red Deer office. What You’ll Do
* Manage an existing book of personal lines business, handling renewals, endorsements, new business, and policy changes with accuracy and efficiency
* Conduct thorough account reviews and proactively recommend coverage adjustments based on each client’s evolving needs and exposures
* Respond to client inquiries via phone and email in a timely, professional manner, providing clear and accurate information on coverage, billing, and claims
* Actively pursue cross-sell and account rounding opportunities to ensure clients are comprehensively protected
* Monitor expiry lists and follow up with clients ahead of renewal to support retention targets
* Liaise with insurer underwriters to obtain competitive quotes and negotiate terms on behalf of clients
* Support clients through the claims reporting process, helping them understand next steps and manage expectations
* Maintain accurate and up-to-date client records and policy documentation in the broker management system
* Collaborate with team members to ensure seamless service delivery and contribute to a strong team environment What We’re Looking For
* Active Level 1 Alberta General Insurance License required; Level 2 strongly preferred or willing to obtain
* 2+ years of personal lines experience in a brokerage environment
* Hands-on experience with a broker management system; EPIC experience is an asset




* Strong working knowledge of home, auto, and travel insurance products and coverages
* High attention to detail with strong organizational skills to manage renewals and policy documentation accurately
* Clear and professional written and verbal communication skills
* Comfortable working in a fast-paced, client-focused setting with competing priorities
* CAIB or CIP designation, or working toward one, is considered an asset Ce que nous vous offronsNous investissons dans votre croissance. HUB offre une formation structurée, un soutien pour l'obtention de permis ainsi que des possibilités de perfectionnement continu conçues pour accélérer votre carrière. Les avantages sociaux et les programmes varient selon le statut d’emploi, le rôle, le lieu de travail et les critères d’admissibilité applicables.
* Une rémunération concurrentielle assortie d'avantages sociaux complets en matière de santé, de cotisations de contrepartie à l'épargne-retraite, ainsi que de régimes d'assurance vie et d'invalidité payés par l'entreprise
* Des congés payés généreux, un congé parental payé ainsi qu'un programme de mieux-être conçu pour favoriser un véritable équilibre entre vie professionnelle et vie personnelle
* Une culture collaborative et performante favorisant un engagement significatif, un impact communautaire grâce à HUB Gives, et de réelles possibilités d'avancement professionnel
* Insérer les renseignements à puces ici La différence HUB HUB International est l'un des plus importants courtiers d'assurance en Amérique du Nord, offrant des solutions de gestion des risques, d'assurance, d'avantages sociaux, de retraite et de gestion de patrimoine aux entreprises et aux particuliers partout aux États-Unis et au Canada — grâce à des équipes locales appuyées par une expertise nationale, vous offrant l'agilité d'un partenaire local et la portée d'une organisation mondiale.

📌 Personal Insurance Advisor (Red Deer)
🏢 HUB International
📍 Red Deer

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