Insurance Advisor, Personal Lines

Westland Insurance Group Ltd.

. Work with clients to uncover insurance needs, identify opportunities, and provide recommendations based on coverage and underwriting principles .

Posted 9/18/2026full-timeRemote • CanadaMid-LevelSenior💰 CA$51,000 - CA$54,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in personal lines insurance products and underwriting principles, with a strong focus on client relationship management and effective collaboration within teams. Proven ability to meet production targets while maintaining confidentiality and discretion.

Highest-signal resume keywords

RIBO LicensePersonal Lines Insurance KnowledgeClient Relationship ManagementTime ManagementInsurer Portals Experience

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Underwriting PrinciplesPolicy Changes ProcessingClaims Process SupportCross-SellingUpsellingRenewal ReviewRetention StrategiesBusiness Development

Soft Skills

Effective Team CollaborationActive ListeningSelf-Starter MentalityConfidentialityDiscretion

Tools & Technologies

Insurer PortalsCompany Portals

Certifications & Qualifications

RIBO License

Industry Keywords

Insurance ProductsClient EducationComplex Insurance CasesProduction TargetsEastern Time Zone

About the role

Key responsibilities & impact

Work with clients to uncover insurance needs, identify opportunities, and provide recommendations based on coverage and underwriting principles
Provide excellent customer service and manage client relationships by actively listening to queries and concerns
Develop new business through cross-selling, upselling, referrals, and securing ex-dates
Review renewals on a timely basis while maintaining strong retention levels
Process policy changes and endorsements accurately through company portals
Support clients through the claims process while communicating accurate information to claims teams
Collaborate with the team to reach organizational goals
Promote and educate clients on insurance products
Manage complex insurance cases and help team members reach their potential

Requirements

What you’ll need

Minimum 3 years RIBO license
Strong knowledge of personal lines insurance products and underwriting principles
Effective team collaborator who supports peers and contributes to team success
Ability to build authentic client relationships
Strong time management and ability to prioritize workload while demonstrating confidentiality and discretion
Self-starter mentality with ability to meet production targets while working independently
Experience using insurer portals and related systems
At least 3 years of industry experience
Willingness to work in the Eastern Time Zone
Applicants from other provinces must have a valid RIBO license

Benefits

Comp & perks

An open, flexible and welcoming workplace
Plenty of opportunities to grow and learn
Autonomy to drive your own success
Inclusive culture with a talented community of people from a wide variety of backgrounds
Total rewards program supporting financial, physical, and mental health
Flexible paid Values Days
Paid Volunteer Days through Amplifying Communities