In Office

Personal Lines Service Broker- 9979

Posted by DGA • Edmonton, Alberta, Canada

📍 Edmonton, Alberta 🕒 March 23, 2026

About the Role

Description

Position Overview


The Personal Insurance Advisor serves as a key point of contact for individual insurance clients, delivering in-person and phone-based support while assisting with policy quotations and documentation. This role plays an essential part in ensuring a smooth client experience through accurate processing, proactive service, and effective communication.

Key Accountabilities


  • Respond to inbound client inquiries related to policy changes, coverage updates, and general insurance questions.




  • Manage service requests efficiently while meeting established turnaround expectations.




  • Maintain accurate and up-to-date client records within internal systems.




  • Prepare and issue insurance documentation including proof of insurance, pink cards, and coverage letters.




  • Assist with renewal prepar...

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