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Advise clients on insurance products, identify complex business needs, provide recommendations using underwriting knowledge, manage client relationships, achieve sales targets, and support community growth. The role also handles complex insurance cases and coaches and mentors junior team members. Candidates need two to three years of insurance industry experience, an Insurance Broker Level 2 license, and progress toward CAIB or CIP certification.

Promote and educate clients on insurance products, manage client relationships, identify coverage needs, provide recommendations, support retention, and contribute to sales growth. The role requires customer service skills, insurance knowledge, confidentiality, time management, and an Insurance Broker Level 1 license or progress toward CAIB or CIP certification.

Trainee Insurance Advisors learn to promote and explain insurance products, assess client needs, conduct interviews, capture accurate information, complete insurance transactions, answer questions, and provide exceptional client service. The employer provides a six-week training program, covers licensing costs, and supports obtaining a Level 1 Insurance license before advancement to Insurance Advisor.

Promote and educate clients on insurance products, manage client relationships, identify coverage needs, provide recommendations, support retention, and contribute to sales growth. The role requires client service, sales-target achievement, confidentiality, time management, and basic underwriting knowledge. Candidates need an Insurance Broker Level 1 license or must be working toward CAIB or CIP certification. Industry experience is a bonus, with financial support available for approved training.

Identify and close new personal lines insurance business by assessing client needs and recommending home, auto, and lifestyle coverage. Provide trusted advice, manage inquiries and documentation, maintain accurate compliant records, and deliver exceptional service. Collaborate with colleagues and insurance partners while participating in sales initiatives, community events, and business development activities.

Provides day-to-day administrative support to commercial insurance account managers. Responsibilities include organizing departmental requests, reviewing renewals and daily reports, flagging follow-up actions, and preparing and processing documentation for new business, renewals, endorsements, and cancellations. The role requires strong communication, organization, attention to detail, multitasking, insurance industry experience, and proficiency with Microsoft Office, Teams, and SharePoint.

Provides administrative support to Personal Lines Advisors by organizing departmental queries, reviewing insurance renewals for missing coverage or discounts, monitoring daily reports, preparing client insurance packages, and supporting smooth department operations. The role requires strong communication, organization, attention to detail, problem-solving, and proficiency with Microsoft Office, Teams, and SharePoint.

Promote and educate clients on insurance products, manage client relationships, identify coverage needs, provide recommendations, support retention, and meet sales targets. The role requires strong customer service, organization, confidentiality, basic underwriting knowledge, and an Insurance Broker Level 1 license or progress toward CAIB/CIP certification.

Provides personal-lines insurance advice, manages client relationships, renewals, underwriting, policy changes, claims assistance, and complex cases. Drives growth through sales, cross-selling, and upselling while delivering client service across phone, email, and in-person channels. Supports branch operations by mentoring colleagues, assisting with training and reporting, and contributing to team success.

Provides personal-lines insurance advice, manages client relationships, handles new business, renewals, underwriting, policy changes, claims support, and complex cases. Drives growth through sales, cross-selling, and upselling while supporting branch operations. Collaborates with and mentors colleagues, assists with training and reporting, and delivers service by phone, email, and in person.