Personal Insurance Advisor

Job summary

The Personal Insurance Advisor manages an active book of business by handling new client inquiries, processing renewals, and providing tailored insurance coverage. They are responsible for identifying coverage gaps, maintaining accurate client records, and ensuring professional service in a fast-paced environment.

Job details

Ignite your potential. Impact what matters. Hi, we're HUB–a network of doers with diverse stories and a shared goal to support our clients and communities. To do it, we believe in supporting each other, because great work happens when people come together, and that means building a team where anyone can spark an idea, and where everyone can make a difference. Where pushing ourselves forward helps us give more to others. 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. The Opportunity: As a Personal Insurance Advisor at HUB, you are the first point of contact for clients looking to protect what matters most to them – their home, their vehicle, and everything in between. This is a client-facing role where you will manage an active book of business, handle new client inquiries, process renewals, and make sure every client leaves the conversation with the right coverage and a clear understanding of what they have. This is a full-time, in-office role based in Edson, Hinton or Jasper. It is a fast-paced environment with a steady volume of client interactions, and it suits someone who is organized, technically accurate, and genuinely good with people. What You’ll Do: Advise new and existing clients on personal lines coverage, including habitational, automobile, and travel insurance Quote, bind, and process new policies and endorsements accurately and in a timely manner Conduct renewals and proactively reach out to clients to review their coverage as their needs change Identify gaps in coverage and recommend appropriate solutions, including bundling opportunities Handle client inquiries, policy changes, and coverage questions with professionalism and efficiency Maintain accurate client records and documentation in the broker management system Work collaboratively with your team and escalate complex or high-risk files appropriately Stay current on product knowledge, carrier appetite, and industry changes What We're Looking For: Active Level 1 General Insurance License or willingness to obtain is required Experienced candidates will bring 1-2+ years in personal lines (home, auto, travel); candidates newer to the industry are encouraged to apply if they have a strong service background and are committed to building their insurance career Solid working knowledge of personal lines products and coverage fundamentals Strong attention to detail with the ability to manage multiple client files simultaneously without errors Clear, confident communication skills: you can explain coverage in plain language and handle a difficult conversation with professionalism Experience with a broker management system (Applied Epic or similar) is an asset Comfortable working in a high-volume, client-driven environment where priorities shift throughout the day Why Join HUB? An exceptional, welcoming, and inclusive company culture Excellent compensation, benefits, RRSP match, referral incentives, and company perks Work flexibility Paid educational training and vast learning opportunities Room for advancement and growth within the organization Paid day off for your birthday–we want to celebrate you! What makes us different than all the rest? Our Vision: To be everywhere risk exists – today and tomorrow. Helping protect what matters most. Our Mission: To protect and support the aspirations of individuals, families, and businesses. To empower our employees to learn, grow and make a difference in their communities. Our Core Values: Entrepreneurship: We encourage innovation and educated risk-taking Integrity: We do the right thing every time Teamwork: We work together to maximize results Accountability: We measure and take responsibility for outcomes Service: We serve clients, communities, and colleagues Ready to join HUB and build a career in a rapidly growing industry? Apply today for the Personal Insurance Advisor opportunity! Department Business Operations Required Experience: 2-5 years of relevant experience Required Travel: No Travel Required 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 HUBRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

What you’ll do

The Personal Insurance Advisor manages an active book of business by handling new client inquiries, processing renewals, and providing tailored insurance coverage. They are responsible for identifying coverage gaps, maintaining accurate client records, and ensuring professional service in a fast-paced environment.

Requirements

Candidates must hold an active Level 1 General Insurance License or be willing to obtain one. A strong service background is required, with 1-2+ years of experience in personal lines preferred.

Benefits

• Health Insurance
• RRSP Match
• Referral Incentives
• Company Perks
• Paid Educational Training
• Birthday Paid Day Off

Listed skills

• Problem solving · Preferred
• Attention to detail · Preferred
• Communication · Preferred
• client relations · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Personal Lines Insurance
• Client Relations
• Policy Quoting
• Policy Binding
• Renewals
• Risk Assessment
• Broker Management Systems
• Applied Epic
• Communication
• Attention To Detail
• Problem Solving
• Insurance Coverage Analysis
• Product Knowledge
• Professionalism
• Accountability
• Business Operations
• Advocacy
• General Insurance
• Innovation
• Wealth Management
• Confident Communicator
• Teamwork
• Detail Oriented

Job areas

• Finance & Accounting
• Customer Service & Support
• Sales
• Personal Insurance Advisor
• Insurance Customer Service Representative
• Insurance Representatives
• Customer Service Representatives

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