Personal Insurance Advisor
Location
central foothills (sundre), ab
Job Type
Full-time
Category
Other-General
Posted
June 18, 2026
About The Role We are looking for a
Personal Insurance Advisor
to join our growing team in
Red Deer, AB !
What You’ll Do Here
Service ongoing client needs, advise on insurance matters, conduct needs assessment, recommend solutions, answer inquiries, conduct care calls and process renewals.
Sell new policies/write new business to existing or new clients, retain existing book of business.
Quote new business through outbound call initiatives, introductory letters and receive walk-in clients.
Contact Underwriters and Adjusters to discuss guidelines and policy.
Prepare documentation for insurers, complete applications for clients, issue insurance certificates, process changes and review renewals.
Keep current on underwriting rules and workflow processes.
Actively participate in training initiatives.
Participate in community marketing initiatives.
Process Account Receivable ac...
Personal Insurance Advisor
to join our growing team in
Red Deer, AB !
What You’ll Do Here
Service ongoing client needs, advise on insurance matters, conduct needs assessment, recommend solutions, answer inquiries, conduct care calls and process renewals.
Sell new policies/write new business to existing or new clients, retain existing book of business.
Quote new business through outbound call initiatives, introductory letters and receive walk-in clients.
Contact Underwriters and Adjusters to discuss guidelines and policy.
Prepare documentation for insurers, complete applications for clients, issue insurance certificates, process changes and review renewals.
Keep current on underwriting rules and workflow processes.
Actively participate in training initiatives.
Participate in community marketing initiatives.
Process Account Receivable ac...