Support individuals and families in Okotoks through personalized insurance guidance, portfolio awareness, and professional service from a hybrid workplace.
At McFarlane Agencies (1967) Ltd., the Personal Lines Insurance Broker advises clients across Alberta on home, auto, and other general insurance. The role focuses on understanding individual needs, meeting regulatory requirements, and building long-term relationships. Solid organization and clear communication support diverse client requests and deadlines.
Key Responsibilities:
- Provide personalized guidance on personal lines products
- Review coverage needs for individuals and families
- Support long-term client relationships through professional service
- Manage client requests and deadlines effectively
- Maintain high standards of professionalism and customer service
Requirements:
- Personal lines insurance brokerage operations knowledge
- Ability to communicate clearly with diverse clients
- Strong attention to detail and organizational skills
- Relevant provincial insurance license or eligibility
- Experience with CRM and standard office software
Use insurance knowledge, organization, and relationship-building skills to provide dependable personal lines guidance through McFarlane Agencies.