Personal Lines Advisor - 8588 - IW-8588

Date of modification: April 12, 2022


Job number: IW-8588

Detail

Job title: Personal Lines Advisor - 8588

Location: Calgary

Description

The Opportunity:

We are in need of a Personal Lines Advisor to join a fun, modern, and vibrant brokerage located in south Calgary. Our client believes in coming together as a team and supporting each other in the office by maintaining a positive environment where coworkers support each other in insurance and in life. The successful candidate will have experience with a range of different insurance companies and prefers to take a quality over quantity approach when it comes to clients. This tight-knit team is looking to add a positive member that is excited about growing long term with a company that cares about more than just profits. 

Responsibilities:

  • Service and cross-sell existing business
  • Speak with clients and learn how to meet all of their insurance needs
  • Advise clients on the best way to optimize their insurance package
  • Generate new business (and receive commission) by networking with trusted industry contacts and clients
  • Follow up with customers to assure satisfaction, respond to queries, solicit further sales, and solve or refer problems

The Employer:

Our client is a family owned brokerage that emphasizes the importance of teamwork in the office. You are supported on all sides (even an in-house underwriter) and will be able to consult other experienced insurance professionals with a wide and complementary range of backgrounds. They focus on building relationships to build their business. If you want to work for a firm that prides itself on treating their customers the right way then look no further. 

About You:

You focus on strong customer satisfaction to generate referrals that you can then turn into clients. Quality over quantity is your mantra. You like working in a collaborative environment with like minded individuals. The idea of working in an office for a family oriented brokerage is something that has always appealed to you.

 Requirements:

  • Level 1 license; Level 2 preferred
  • Solid understanding of personal lines insurance and several company portals
  • Quick learner who is not afraid to ask questions
  • Experience with SigXP would be an asset
  • Able to build relationships with customers and coworkers alike
  • Able to convey complex information in many different forms to many different types of people
  • Work well within a small team that is growing and needs someone who can hit the ground running

 

About Us: 

DGA Careers has been proudly serving the Canadian insurance industry for over 30 years, specializing in providing insurance recruiting services to major insurers, insurance brokerage firms and independent adjusting firms. With offices in Toronto, Vancouver, Montreal, Edmonton, and Calgary, DGA Careers is well positioned to conduct searches with a national scope. Our unrivalled professional network across Canada provides us with the ability to reach vital key influencers and passive candidates nationally.

Interested candidates please contact Katie Ellwood at 587-952-5076 or forward your resume in confidence to Katie@dgacareers.com. If you are working with another DGA Recruiter, feel free to ask them about this position directly.

 

 

 

 

Information

  • City: Calgary
  • Market segment: Insurance
  • Job Type: Full-Time
  • Education: Insurance License Level 1
  • Expertise: Broker-Customer Service , Broker-Personal
  • Minimum experience required: 1 to 2 Years

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