Okotoks Personal Insurance Advisor (Alberta)

Okotoks Personal Insurance Advisor (Alberta)

06 Nov
|
McFarlane agencies (1967
|
Alberta

06 Nov

McFarlane agencies (1967

Alberta

Support individuals and families in Okotoks through personalized insurance guidance, portfolio awareness, and qualified 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. Strong organization and transparent 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.

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📌 Okotoks Personal Insurance Advisor (Alberta)
🏢 McFarlane agencies (1967
📍 Alberta

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