Insurance Advisor
We are currently seeking an experienced and motivated Commercial & Personal Insurance Advisor for a south-based Edmonton Insurance brokerage company.
This opportunity is ideal for someone with at least one year of insurance experience who enjoys building relationships, providing trusted advice, and helping clients protect what matters most.
Unlike many insurance sales roles, qualified leads are provided, allowing you to spend more time advising clients and less time searching for opportunities. You'll be responsible for converting company-provided leads into long-term clients while delivering exceptional customer service throughout the insurance process.
Responsibilities
- Respond promptly to company-provided leads and client inquiries.
- Build trusted relationships with new and existing clients.
- Conduct insurance needs assessments and recommend appropriate coverage.
- Educate clients on available insurance products and policy options.
- Deliver outstanding customer service throughout the client journey.
- Convert qualified leads into new insurance policies.
- Prepare quotations and insurance proposals.
- Present coverage recommendations in a consultative manner.
- Identify opportunities to cross-sell and upsell additional insurance products.
- Achieve monthly sales and production goals.
- Process new business, renewals, endorsements, and policy changes.
- Maintain accurate client files and documentation.
- Liaise with insurance carriers regarding underwriting requirements.
- Ensure all documentation is complete and compliant.
Qualifications:
- Minimum 1 year of insurance brokerage or insurance sales experience.
- Alberta General Insurance Level 1 or Level 2 License (or ability to obtain immediately).
- Experience with commercial insurance.
- Previous experience working with contractors or business clients.
- Excellent communication and relationship-building skills.
- Strong organizational and time management abilities.
- Comfortable working toward sales goals.
- Positive, professional, and customer-focused attitude.
What you will get:
- Base Salary
- Uncapped commission
- Health & Dental Benefits
- Paid vacation
- Ongoing training and mentorship
- Professional development opportunities
- Career advancement opportunities
We thank all candidates for their interest however, only shortlisted candidates will be contacted for an interview.