Job Title: Insurance & Risk Advisor
Status: Full-Time, Permanent
Location: Edmonton, AB
Salary: $85K-$95K

We are working with a trusted client to find a dedicated and experienced Insurance and Risk Advisor. Reporting to the Director, Insurance Services, the Insurance and Risk Advisor provides specialized expertise and support to municipal and related member organizations across Alberta. The role manages a diverse portfolio of commercial insurance clients, emphasizing proactive risk management, member education, and long-term value creation.

What You Will Be Doing:

Work collaboratively with Regional Managers to support member relationships, provide technical expertise, and ensure high-quality service delivery
Regularly attend collaboration meetings with the Insurance Services team at the Edmonton head office
Educate and consult with member organizations on insurance coverages, risk management, risk transfer, and emerging market trends using current and relevant industry data
Provide advice and technical guidance to a large and diverse group of municipal and municipally related member organizations on insurance matters and risk exposures
Support Regional Managers in retaining and growing the business by assisting with servicing needs and strengthening relationships with key decision-makers and day-to-day client contacts
Frequent travel to client locations within an assigned region to provide direct support to the Regional Managers and client needs
Serve as a trusted advisor, addressing member inquiries, resolving issues, and ensuring expectations are met through timely and professional communication
Manage endorsement processing, evidence of insurance requests, and incoming inquiries, ensuring all are handled accurately, efficiently, and in accordance with service standards
Analyze member-specific risk exposures and assist in determining appropriate coverage and program requirements as members evolve or experience organizational change
Identify opportunities to offer additional programs, standalone placements, or business service solutions to meet emerging member needs
Prepare quotations and renewal proposals as required, ensuring all documentation is accurate, comprehensive, and aligned with member expectations
Assist in preparing underwriting information and submissions for internal, sub-broker, or external market placements
Coordinate renewal cycles, including the preparation of pre- and post-renewal documentation, presentations, and recommendations to members
Calculate adjustments and premiums on policies and other insurance documents as needed
Contribute to member education through presentations, workshops, and webinars that promote understanding of insurance and risk management concepts
Collaborate cross-functionally with internal teams to support departmental initiatives, process improvements, and service enhancements
Stay informed on market developments, coverage innovations, and risk trends, sharing relevant insights with colleagues and members

Who You Are:

Education and Experience

Post-secondary education in business or insurance is an asset
Minimum 5 years’ experience in commercial lines insurance at an Account Manager level or higher
Level 2 Alberta General Insurance Agents License is required
CIP designation or working towards is required
CAIB is an asset
Experience with a wide variety of organizations, including municipalities, non-profit organizations, recreational facilities, governmental organizations, complex and mixed commercial is preferred

Technical and Professional Skills

In-depth understanding of commercial insurance products, underwriting principles, and risk management practices
Proven ability to manage multiple priorities, deadlines, and stakeholders in a high-volume environment
Proficient with Microsoft Office applications (Word, Excel, PowerPoint, Outlook, SharePoint)
Commitment to professional development through ongoing education and certification

Communicating and Influencing Skills

Strong verbal and written communication skills; able to present complex information clearly to varied audiences
Strong front-line service approach to work directly with Insurance Services customers
Skilled in analyzing member needs, identifying coverage gaps, and recommending appropriate solutions
Collaborative approach, working effectively with Regional Managers and internal teams to support client needs and sales initiatives
Confident in delivering presentations, leading discussions, and facilitating workshops or webinars

Pathfind is a full-service Talent Management firm, offering professional services in Search, Leadership Coaching, and Career Transition/Outplacement. We are a proud partner of Career Partners International.

The successful candidate must have legal authorization to work in Canada on a full-time basis for any employer. While we appreciate the interest of all applicants, only those selected for an interview will be contacted.