Personal Insurance Advisor

Posted 2 Days Ago
Be an Early Applicant
Penticton, BC, CAN
In-Office
50K-60K Annually
Junior
Insurance
The Role
Provides client-facing personal insurance advising for habitational, travel, and automobile coverage. Responsibilities include understanding client needs, recommending coverage, following up on leads and referrals, processing renewals, issuing policies accurately, meeting sales and retention targets, and maintaining current product knowledge through ongoing education.
Summary Generated by Built In

A path for every ambition.


At HUB, we believe the best work happens when people are given real space to grow and then given the autonomy to exercise it. We power progress and protect ambition: for the clients who count on us, and equally for the people who make that possible every day.

We’re creative thinkers and determined doers, guided by values that show up in how we work together: with empathy, adaptability, accountability and a genuine commitment to one another’s success. We foster bold ideas, celebrate curiosity and share what we know. Because when people grow, the work they do grows with them.


Our purpose is deeply human: to help people navigate the world on their terms, at their speed, toward their future. We hold that same commitment to the people building careers here.


Whether you’re starting out or leveling up, you’ll find the resources to evolve, the support to take on more and a team ready to back you at every stage.


Your ambition has a home here.


Summary

 

Are you someone who thrives in a client-facing sales role and wants to help individuals find the right coverage for their personal insurance needs? If so, this is more than just a job – it’s a career with unlimited potential.

 

As a Personal Insurance Advisor, you will help protect individuals most valuable assets. In this role, you will provide outstanding client service through your positive, friendly manner while educating clients in your excellent product knowledge in habitational, travel, and automobile insurance.

 

A day in the life

  • Engage with clients to understand and advise on their insurance needs to help develop the best coverage needed in all things Personal Insurance (habitational, travel, automobile)
  • Follow-up regularly on sales leads and referral prospects
  • Process and conduct renewals and ensure policies are processed and issued accurately in a timely manner
  • Achieve sales and retention goals and targets
  • Maintaining a high level of knowledge in all our Personal Lines and Auto products through continuous education and learning opportunities

What you will bring to the role

  • Minimum 1-year Personal Insurance experience
  • Level 2 General Insurance License is an asset, but not required
  • Desire and proactive ability to deliver exceptional client service
  • Demonstrated ability to work in a high-volume, fast paced team environment
  • Keen eye for detail and high sense of urgency
  • Strong communication skills in both written and verbal
  • Demonstrated ability to drive sales initiatives
  • Industry designation would be considered an asset (CIP, CAIB, CRM, General Insurance & Risk Management Diploma)

Pay Transparency

The expected salary range for this position is $50,000.00 to $60,000.00 and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope, and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include extended health benefits, disability insurance, RRSP matching, paid-time-off benefits, and eligible bonuses, and commissions for some positions. If you believe that your qualifications and experience surpass the minimum requirements for this role, we encourage you to submit your application. By doing so, we will be able to keep your application on file for consideration for potential future positions within our organization.


What we offer you

We invest in your growth. HUB offers structured training, licensing support, and ongoing development opportunities designed to accelerate your career. Benefits and programs vary based on employment status, role, location, and applicable eligibility requirements.


  • Competitive pay with comprehensive health benefits, retirement savings matching, and company-paid life and disability plans
  • Generous paid time off, paid parental leave and a wellbeing program designed to support real work/life balance
  • A collaborative, high-performing culture with meaningful engagement, community impact through HUB Gives and genuine room to grow your career

The HUB difference

HUB International is one of North America’s largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and individuals across the United States and Canada — through locally led teams backed by national expertise, giving you the agility of a local partner and the reach of a global organization.


We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team [email protected]. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

Skills Required

  • Minimum 1 year of personal insurance experience
  • Level 2 General Insurance License
  • Exceptional client service ability
  • Ability to work in a high-volume, fast-paced team environment
  • Strong attention to detail and sense of urgency
  • Strong written and verbal communication skills
  • Ability to drive sales initiatives
  • Industry designation such as CIP, CAIB, CRM, or General Insurance and Risk Management Diploma

HUB International Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about HUB International and has not been reviewed or approved by HUB International.

  • Flexible Benefits — Flexible spending accounts and pre-tax commuter programs are available, alongside a broad menu of voluntary options such as legal plans, accident coverage, and group auto/home insurance.
  • Healthcare Strength — Health, dental, and vision coverage are offered with multiple medical plan options, complemented by life and disability coverage and a dedicated wellbeing program with activities and tools.
  • Retirement Support — A retirement savings plan is provided with a discretionary company match and access to financial planning assistance tools.

HUB International Insights

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The Company
HQ: Chicago, IL
10,055 Employees
Year Founded: 1998

What We Do

Hi, we’re HUB. We advise businesses and individuals on how to reach their goals. When you partner with us, you’re at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world with tailored solutions and unrelenting advocacy. So you’re ready for tomorrow. About Hub International Headquartered in Chicago, Illinois, Hub International Limited (Hub) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, Hub’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions.

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