Insurance Advisor, Personal Insurance
- Surrey, BC
- On-site
- Posted Sep 20, 2026
- 1 position
$47,000–$60,000 / year
Opens an external site
- Employment type
- Full-time
- Experience level
- Mid-level · 2+ years
- Minimum education
- Professional degree
- Posting language
- English
- Working hours
- 40 hours per week
Job summary
The Insurance Advisor will advise clients on personal insurance solutions while managing policy renewals, endorsements, and payments. They are also responsible for cross-selling products and supporting commercial lines operations to meet performance targets.
Job details
The Insurance Advisor will advise clients on personal insurance solutions while managing policy renewals, endorsements, and payments. They are also responsible for cross-selling products and supporting commercial lines operations to meet performance targets. Candidates must hold a Level 2 General Insurance License and possess 1-2 years of customer service experience. Previous experience in the insurance industry is also required for this role.
What you’ll do
The Insurance Advisor will advise clients on personal insurance solutions while managing policy renewals, endorsements, and payments. They are also responsible for cross-selling products and supporting commercial lines operations to meet performance targets.
Requirements
Candidates must hold a Level 2 General Insurance License and possess 1-2 years of customer service experience. Previous experience in the insurance industry is also required for this role.
Benefits
- Competitive compensation
- Commission structure
- RRSP contributions
- Tuition financing
- Career-related training
- Flexible benefits options
- Mental wellness initiatives
- Physical wellness initiatives
- Paid time off
Listed skills
- Customer service · Preferred
- Account Management · Preferred
- Sales · Preferred
- Upselling · Preferred
- Relationship Building · Preferred
Other relevant skills
Identified from the job description. Confirm important requirements above.
- Insurance advising
- Customer service
- Sales
- Policy renewals
- Cross-selling
- Upselling
- Administrative tasks
- Relationship building
- Risk assessment
- Insurance regulations
- EPIC software
- Account management
Job areas
- Finance & Accounting
- Sales
- Customer Service & Support
- Administrative
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