Job 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
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Respond to inbound client inquiries related to policy changes, coverage updates, and general insurance questions.
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Manage service requests efficiently while meeting established turnaround expectations.
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Maintain accurate and up-to-date client records within internal systems.
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Prepare and issue insurance documentation including proof of insurance, pink cards, and coverage letters.
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Assist with renewal preparation and underwriting support activities.
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Conduct outbound client follow-ups as required.
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Collaborate with colleagues across departments to support a positive, team-oriented workplace.
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Organize tasks and manage priorities to consistently meet service level standards.
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Actively pursue professional development through insurance-related education and training.
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Maintain composure and professionalism when handling challenging client interactions.
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Provide support to peers and participate in onboarding or training activities as needed.
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Carry out additional responsibilities as assigned.
Required Qualifications
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Post-secondary education in Business, Administration, or a related field, or a comparable combination of education and industry experience.
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Minimum of three years’ experience working as a licensed insurance professional.
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Active Level 1 General Insurance License.
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Experience using insurance management and document processing systems.
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Proficiency with Microsoft Office applications.
About the Company:
Our Client is one of Canada’s largest independent, employee-controlled brokerages, with over 60 locations across the country. With $1.3 billion in gross written premium, our client provides comprehensive insurance and risk management solutions with a distinctly Canadian perspective. Their collaborative work environment leverages the expertise of their team to offer exceptional value to personal and commercial clients nationwide.
About DGA Careers:
For over 30 years, DGA Careers has been a trusted partner in the Canadian insurance industry, specializing in recruitment for major insurers, insurance brokerage firms, and independent adjusting firms. With offices in Toronto, Vancouver, Montreal, Edmonton, and Calgary, we offer a national reach with unparalleled access to key industry influencers and passive candidates across Canada.
How to Apply:
If you are interested in this opportunity, please contact Heidi Scott at 587-885-1852 or send your resume in confidence to heidi