Senior Personal Lines Advisor

Key Responsibilities

‍

‍

Client Service & Account Management

‍

• Deliver exceptional customer service through in-person, telephone, and digital interactions.
• Manage and service a Personal Lines book of business, ensuring clients receive expert advice and appropriate coverage solutions.
• Conduct comprehensive coverage reviews and risk assessments to identify client needs and recommend suitable insurance products.
• Prepare quotations for new business opportunities and convert prospects into long-term clients.
• Review policies, coverage options, and renewal strategies with clients proactively prior to renewal dates.
• Remarket policies when appropriate to ensure clients receive competitive and suitable coverage.
• Report claims and provide ongoing client support throughout the claims process.
• Maintain accurate and detailed records of all client interactions and account activity.
• Assist clients with ancillary insurance and protection products where appropriate.
• Collaborate with underwriting partners and external stakeholders to support client needs and account servicing.

‍

Mentorship & Team Support

‍

• Act as a mentor and resource for new and developing advisors.
• Provide guidance on workflows, systems, product knowledge, and service best practices.
• Support onboarding and knowledge transfer initiatives.
• Assist colleagues with complex coverage questions and account-related matters.
• Reinforce compliance standards, service expectations, and operational procedures.
• Contribute to a collaborative and supportive team environment through coaching and knowledge sharing.

‍

Business Development & Community Engagement

‍

• Build and maintain strong relationships within the local community.
• Develop referral networks and identify opportunities to expand business relationships.
• Represent the organization at community events and networking opportunities.
• Promote a client-first approach and serve as a positive ambassador for the organization.

‍

Qualifications

‍

• Insurance Broker License required.
• Additional industry certifications and designations are considered assets.
• Post-secondary education is considered an asset.
• Minimum 3–5 years of experience managing a Personal Lines book of business.
• Strong customer service background with demonstrated conflict resolution experience.
• Experience with brokerage management systems and insurance technology platforms.
• Proficiency with Microsoft Office applications, including Word, Excel, and Outlook.
• Strong knowledge of Personal Lines insurance products, coverages, and risk assessment principles.
• Ability to explain complex insurance concepts clearly and effectively to clients.
• Experience supporting, mentoring, or coaching colleagues is considered an asset.
• Ability to support flexible scheduling requirements, including occasional weekend coverage when required.

‍

Skills & Competencies

‍

• Exceptional customer service and relationship-building abilities.
• Strong communication skills, both verbal and written.
• Advanced problem-solving and decision-making capabilities.
• Excellent organizational skills and attention to detail.
• Strong risk assessment and analytical abilities.
• Professionalism, integrity, and sound judgment.
• Ability to balance independent work with collaborative team participation.
• Coaching, mentoring, and knowledge-sharing capabilities.
• Positive attitude and commitment to continuous improvement.

‍

What This Opportunity Offers

‍

• Competitive compensation package.
• Comprehensive benefits program.
• Ongoing professional development and continuing education support.
• Opportunity to mentor and influence the growth of other insurance professionals.
• Collaborative and supportive team environment.
• Community involvement and networking opportunities.
• Long-term career growth within a respected and expanding organization.
• Exposure to a diverse portfolio of clients and insurance products.

‍

Why Consider This Opportunity?

‍

This is an excellent opportunity for an experienced Personal Lines professional looking to advance their career while making a meaningful impact on clients, colleagues, and the broader community. The successful candidate will enjoy a dynamic role that combines technical expertise, mentorship, business development, and exceptional client service within a supportive and growth-oriented organization.

‍

Salary Information

‍

Compensation for the successful candidate will be determined by our client and may vary based on several factors, including local market conditions, geographic location, and job-related qualifications such as knowledge, skills, experience, education, and credentials.

‍

Expected salary range: $55,000.00 – $75,000.00 annually.

‍

‍