Personal Insurance Advisor

About the Role

We are looking for a Personal Insurance Advisor to work in our Spruce Grove, AB office on a permanent full‑time basis.

Responsibilities

• Service on‑going client needs, advise on insurance matters, conduct needs assessment, recommend solutions, answer inquiries, conduct care calls and process renewals.
• Sell new policies/write new business to existing or new clients, retain existing book of business.
• Quote new business through outbound call initiatives, introductory letters and receive walk‑in clients.
• Contact Underwriters and Adjusters to discuss guidelines and policy.
• Prepare documentation for insurers, complete applications for clients, issue insurance certificates, process changes, and review renewals.
• Keep current on underwriting rules and workflow processes.
• Actively participate in training initiatives.
• Participate in community marketing initiatives.
• Process Acc...